This is my first post here. I have been a lurker for a several months.
First, I want to thank the thread and the many fine contributors (UF, UW, MB, Chaz, Tekboy, Lindy, etc, too many to mention them all) on it. You guys have provided much useful information. I have just achieved my first goal of investing in January. A lot of the credit will have to go to this thread and its members.
I have been a market follower and stock investor for some 12 years. Although I had done OK, I have not done nearly as well as the ones that hung around here. Reading the Manual has opened my eyes to the reasons why certain companies will do well over time. Nowadays whenever I hear a stock tip, I immediately try to frame the discussion in GG terms. If the answer is not encouraging, I do not even waste my time looking into it.
I hope to contribute to the discussion more. My background is in telecommunications (8 years at a regional Bell) and five years in computers.
Regarding RMBS, even though I have not invested, I think a great deal of their potential. The next generation of PC is going to use RDRAM. Once something like this is designed into hardware, it will run its course until the next generation of design comes out. They will not have ANY competitors. The only downside is the possibility the next generation of PCs gets replaced rather quickly by something else, such as a Citrix-based solution on the corporate side. If the home internet appliance (per Microsoft) becomes a reality, then home PCs will also become obsolete. Rambus memory can very well be built into these devices, but they will have to compete against new designs. ( P.S. I started writing this a week ago, when RMBS was around 300. Still have not invested. ARHHHH!)
Seldom Blue |
