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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (26695)	6/23/2000 12:48:00 AM
From: Dr. Id	Read Replies (1) of 54805

Me, I closed out my Rambus position in the fall, after they missed their early Christmas. (uncwest, it took Cree to forgive you for that!<GGG>) Sat on the sidelines through the subsequent drop, the moonlaunch, the next drop, and now the next rocket. With the value chain falling into line behind it, Rambus now seems ready to be pronounced an official young enabling technology gorilla, raising the rather pressing question of whether and when most of us should take a position. Since the damn thing is going up by leaps and bounds, the matter could be a bit urgent... tekboy/Ares@seller'sremorseisjustasbadasbuyer'sremorse.com Two of the thread elders (who I will refrain from naming so as not to embarrass them) independently told me to sell my Rambus. Out of respect for their knowledge and well deserved status, I decided to hold it anyway. (In fairness, one told me to buy NTAP and JDSU and the other SEBL leaps, so they are usually pretty good at this stuff...). I'd spring for the wine, but Sandwedge already has me springing for Beverly D'Angelo. Dr.Id@stubbornnesspaidoffforonce.com

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