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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Glenda King who wrote (7058)	9/25/1999 10:22:00 PM
From: Mike Buckley	Read Replies (1) of 54805

Glenda! Thanks for the tip! I haven't read every sentence of the new manual to see what changes have been made. Glad you spotted that one. "In 1998, for example, a company called Rambus took on a gorilla position in the emerging market for next-generation memories." Yes, but ... :) The very next sentence immediately after that one remains unchanged from version 1.0 to version 2.0: "It is just that to play the game in the semiconductor sector demands a highly specialized investor with highly specialized information." That ain't me. That's why I need to reiterate that I've openly said I'm not an expert at Rambus. Best of luck with your Rambus investment! --Mike Buckley

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