Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (7056)	9/25/1999 9:06:00 PM
From: Uncle Frank	Read Replies (1) of 54805

The "out of phase" remark was meant to apply to your comment about Intel dependence on Rambus, Mike. I see rmbs as totally dependent on Intel... well, maybe not totally, since they seem to have developed a niche in the game market. But if they are to be in the midst of a full fledged Tornado, it would only be the result of Intel's sponsorship. The semiconductor business is the most innovative arena in the technology sector, and Next Generation stuff is ballyhooed every month. ADI's announcement of a Next Generation gsm chip set is a great example. Unfortunately, the vast majority of these discoveries turn out to have some limitation in application, cost effectivity, or manufacturability. Sorry if I appeared contentious, teach, but I was concerned the thread was drifting from the theme of low risk/reward investing. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next