To the thread:
Both he and Lindy (clever bastards!) predicted that the announcement of the deal would send GMST down rather than up. Neither wants to catch a falling knife, and so both are waiting for what they believe is a bottom. Nothing wrong with that; hell, if I had been as prescient as they I'd have done the same, and gotten a better price for my last tranche. But let's call a spade a spade.
Great posts from so many last evening; thank you.
Tekboy, nobody likes a smarty-pants<vbg>; I took 4 years of Latin, but no French and I still have to run to look up tranche! I do agree with the clever bastards part.
Kelly....we need to hear from you more on this thread.
Jean, "what to invest in".....I bought more Q yesterday at $191; already have lesser position in GMST, and have chosen to average up over the next 6 months. Already increased my INTC position earlier. If I come into more money, will increase my EMC position later in '99....have to play storage king.
William....I wish you could spend some time re-teaching us about JDSU; I know it is a king of laser/fiberoptics stuff; but what is the future market, what about its valuation, yadda yadda yadda; can you perform a GG analysis for us, especially since it has grown so much since last intensely discussed last Spring.
DownSouth.....congrats on your yearly returns.
Teflon...glad you're back; don't know the particulars, but I have a feeling things must be better.
UnQ: Hallelujah!!!
James Sinclair: don't stop; keep the FPD stuff coming; make it your niche for the thread; become the resident expert and teach us all.
On the Rambus front, there was a post on the Rambus thread from a news article about Micron Tech. working on DDR DRAM; while there is much still to do and to perfect, it speaks to the point I made over the weekend about the delay in Camino/DRDRAM allowing DDR DRAM to get a foothold next year. I don't believe that DDR DRAM is expected to have the same bandwidth potential, but it would be less costly and would compete immediately with DRDRAM in the high-end market. Memory manufacturers would not have to pay royalties to Rambus with DDR DRAM.
Apollo |
