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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (7020)	9/25/1999 10:41:00 AM
From: Sunny	Read Replies (2) of 54805

Mike, I agree. At this point in time most people are focusing on the intel mobo problem. ultimately it may be the largest market for the RMBS technology but there are still alot of other apps that will go on. In terms of the value chain there have been mucho dineros invested by memory makers and OEMs in making this product happen. This now has so much inertia that reversing course does not seem likely. Now my question, since I did not bail yesterday is, "should a believer wait for additional confirmation that all of the bad news is out and that some of the problems causing the delays have been sorted out before buying more?" Sunny

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