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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (18135)	2/16/2000 2:11:00 PM
From: lurqer	Read Replies (1) of 54805

re. RMBS My association with Rambus began when a close friend consulted for them in the early '90s. Later, before the IPO, I carefully followed their progress in EE times and other industry rags. After the IPO, in '98, I traded the stock until I had removed 1.5 times my entry cost. At that time I decided to leave the remaining position as a long term "less see what happens" bet with "house money". I'm sorry if my post last night left the impression that I considered this a GG play. For me it is much more a Roullete play. It was in that context that I referred to ebnews.com If RMBS drops to zero, I won't be guillotined but more pin pricked. No one should "bet the farm" on this one unless they are prepared to "buy the farm". lurking... lurqer

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