Don, as you point your finger and giggle at people who are no longer long rambus, you should know two things, (1) they've kept an open mind, and (2) been frequenting the Gorillas and Kings thread, which is based on Geoffrey Moore's The Gorilla Game and related texts. In these books Moore makes a persuasive argument as to which tech companies will give the best returns (gorillas and kings, which are defined), and when to invest in them. The stocks that rise the fastest are those in the "tornado" (another defined term). He also makes the point that you do not invest in a company pre-tornado. That is where we are with Rambus, pre-tornado. So, any previous rambus longs, who are now gorilla-investing, undoubtedly have rambus on their watch-lists. They'll be back when gorilla-theory says they should be back. They'll miss part of the initial run-up, but will have avoided all the risk that we are dealing with. At least that's the idea.
Hope that clarifies things a little.
Best,
JS |
