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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (7014)	9/27/1999 7:48:00 AM
From: FLSTF97	Read Replies (2) of 54805

I think that RMBS epitomizes a fundamental aspect of the GG in that until it definitively crosses the chasm, it exhibits a high risk. Translated as we have seen into great volatility. IMO RMBS seems to be about to make the far side of the chasm (pictures a chimp teetering on the edge, heels over the chasm toes grasping for footing on the crumbling edge!) The recent news just illustrates how hard it is to successfully cross! One thing does bother me greatly though relative to Intel. In having dealt with them for about 20 years, I've come to see them as extremely conservative when it comes to protecting their franchise and as having extremely adept management. So why did this midnight hour problem occur? I find it really hard to believe that they (let their customers) progress(ed) so far down this road without discovering this problem. FWIW I think RMBS still belongs on Gorilla apprentice list. Even at this new price level, I'm not convinced it is a steal but the risk reward relationship is trending in the right direction.

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