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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (7290)10/1/1999 4:08:00 PM
From: StockHawk  Read Replies (1) of 54805
 
>The Rambus situation leaves me flabbergasted. Imagine what would have happened if Intel had launched a working capable Camino chipset as expected. All the press would be positive, as I read in PC magazine last night, their would be an increasing buzz about "rambus" and the share price would be rising accordingly. Investing prudently at chasm crossing and pre-gorilla would seem to be brilliant.<

Stan,

I think you make a good point - one that is mentioned in the book, but too often overlooked. Drawing conclusions from one event is not always wise, particularily where there are random or unpredictable elements involved. The question should be whether the decision was sound, based on the information available at the time, and the risk level assumed. If I buy a stock and it goes up, that in itself does not mean that I made a good decision.

Just something to think about.

StockHawk
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