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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (23696)	4/27/2000 12:25:00 PM
From: Apollo	Read Replies (2) of 54805

Tekboy: Anyone who hasn't read his classic post-mortem on his Rambus investment, for example, should check it out and memorize it. Yeah, I'm looking forward to that day some decade when I can do a post-mortem on an investment that went right. After some PM's, I looked around and dug out the post, which is #7015. I was more verbose back then. But actually, that was a milestone moment and learning experience, when Intel blinked and screwed up the Camino chipset deployment. It was extremely interesting to review the post, in light of comments made about Qcom and Gemstar, and what we know today about Rambus and Intel. Sir Ares, thanx for the memories <g> Apollo

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