Question: in your estimation, do you think Qcom +/- NTAP are good bets to hit a grand slam or triple, too? I think you're going to say yes on this.
Yes, though NTAP has already hit a grand slam for me (up over 1000% since I bought it...thanks again to you know who). Could it hit another one? God, I hope so! And, yes, I think QCOM will be up there again too.
If so, then why invest in RMBS? Why not just put more into wireless and storage, two areas which are sure things for relentless growth? What do you think?
A little diversification? NTAP held my portfolio up this past month. It's nice to have one performing while the others are tanking. I've got strong positions in wireless, storage, fiberoptics...I've been in Rambus for a long time now, and would hate to bail before the story is fully played out. I think it's more than a shiny pebble. Speaking of which, ask me why I'm holding ELON? (the simple answer to that is because unclewest told me to and I'm very afraid of him):-)
The other issue that hits me is one's time horizon. If the investor's time horizon is 1 year, then Rambus may be a superb shortterm play.
Alternatively, if one's time horizon is 5-10 years, then Intel's stated regard for Rambus together with a contract expiring in 2003 may be a bad
harbinger of things to come in 4-5 years. Intel designed rambus into its MPU/chipset schemes. Should it choose to, I would think Intel could
design it out, were an alternative to be available.
Apollo
Unless Intel is blowing smoke (as in the other FUD such as Tom's Hardware) in order to try to disrupt what Rambus may potentially be able to do to that industry. It may be that by 2003 Intel won't have a choice but to go with Rambus, like it or not. Or it may be that they will put their resources into a better alternative that we can't foresee. I guess that's why they call risk (though one could argue that the same holds true for QCOM).
Dr.Id@IthinkitsalittleriskybutIlikeit.com |
