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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MKB who wrote (10379)	11/14/1999 8:23:00 PM
From: MKB	Read Replies (1) of 54805

An opinion on RMBS from the gg mail list: "As a high tech industry exec and successful gg variant investor, I would seriously caution those of you looking to see long term gg-like returns from RMBS. Repeated market research shows that customers, particularly corporate customers do not see the value of RDRAM and either will not purchase it, or will only purchase it if it is offered at the same price as SDRAM. If customers will not absorb the RDRAM premium, companies will not absorb the premium for long either. Memory by and large is not a huge driver of PC demand and expensive, small incremental (if any) performance memory is even less compelling as a technology investment. Undoubtedly, RMBS will have it spurts and runs as it has to date making it a timer's delight, but I seriously doubt that it will ever be a consistent long term winner. This is one stock that I would look for clear market acceptance (crossing the chasm) as evidenced by significant market penetration before taking the plunge. Given the execution issues in getting RMBS to market, other cheaper alternatives will dilute any first mover advantage RMBS was anticipating if not snuff them out altogether." MKB

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