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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (19511)	3/8/2000 2:17:00 PM
From: Barry Grossman	Read Replies (1) of 54805

Rambus has said that 10-11 million RDRAM's will be sold this Q. The RDRAM manufactures are ramping and adding production, do you think those RDRAM are going to be sitting on shelves or going out the door as fast as they can make them. I'll give you three guesses. shamsaee, The stock is ramping rapidly because of the increase perception, correct in my view, that Rambus technology is the future. Intel has said so and the maket finally is believing it. Since there are ONLY 23.5 million shares available and the float is only 15.5 million, any great increase in the demand for those few shares, is and will continue to push the price up. Waiting until next quarter numbers come in and verify what I've been saying will be a costly mistake if you are interested in going long. BTW - forget ratios on this one. The story is the real event. The exponential rise in Rambus's earnings over the next several years will propell this one into the stratosphere. I'm very long and holding from 44, 83 & last at 75. Avg is 51. Excuse me I gotta go. RMBS is ramping right now RT 361! edit - 364 1/2 @ 2:20 est 2nd edit - 369 @ 2:23 est See what I mean! Barry

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