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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Dr. Id who wrote (17963)2/15/2000 12:49:00 AM
From: Apollo  Read Replies (2) of 54805
 
Rambus way up today. JDB

Yeah, I saw that Jeff. Actually, got some PMs over the weekend, and went thru the Rambus thread from the conference reporting earnings going forward. I think the announcements are wonderful, but unvalidated. The news announcements and commentary I found still pointed out the possibility of using DDR. Given Intel's track record in this area, I know you'll pardon my caution here. We'll see.

But I truly hope the stock explodes, because of the cadre of Rambus faithful who had to endure so much FUD and BS from some very dedicated negative individuals who practically destroyed the orginal Rambus thread that was led in 1999 by Unclewest. I hope all the Rambus dreams are fulfilled.

Also, with the presence of Rambus in Dell PCs and widely advertised, Rambus has crossed the chasm. Whew!!!!, it looked like it would never get there. It has the proverbial toehold.

Good luck,

Stan
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