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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (17698)	2/10/2000 11:50:00 PM
From: rushnomore	Read Replies (1) of 54805

Re: Rambus Snas: You said, we should take all the enthusiasm and remain a bit cautious My experience with Rambus was much like yours. Bought into it in a big way based on what many investors, and Intel, were saying, as well as the positive news coming out from time to time. I knew that competing technologies existed, but with Intel solidly behind it, how could Rambus lose? Then came the great letdown in September '99, and I got totally out before the bottom price was reached. Moved the money into SNDK, and have a nice profit on it now. Good luck to those still in RMBS, but I probably will never buy it again, because I see stronger stocks with less risk (IMHO). The troubles with DRDRAM (Direct Rambus DRAM) now seem ironic when I read this statement from page 146 of Tornado: "Every new generation of DRAM, for example, goes straight into the tornado." Well, maybe DRDRAM is or is not a new generation; one could argue that it is a new breed.

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