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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (34117)10/31/2000 11:52:30 AM
From: tinkershaw  Read Replies (2) of 54805
 
Lindy I agree with you. GSTRF was my one non "G&K" type investment given its very early stage in the product adoption cycle. I will occasionally buy something speculative, hold it for a few days, feel it out, and then dump it like a load of manuer before it can do any harm.

RMBS is a bit different, however. Yes, it is more speculative, but I also think an enormous opportunity if one has to make life a little exciting.

For example, INTC just made a statement reported on CNBC that nothing has changed with its Rambus plans. Also, another story on the SI RMBS board by Dow Jones indicates that INTC has dropped plans for an RDRAM compatible "mobile" chip. Again RMBS seems to be the victim of an industry propoganda war and Jack's (author of the EBN story which caused this excitement) notorious use of selective word choice and omission in his continuing and obsessive reporting on Rambus.

After studying RMBS long and hard it all comes down to the present litigation. Litigation that RMBS has a large upper hand. Thus I do view RMBS to be very similar to where QCOM was before March of 1999. Just have to wait out the volatility and ignore the 99% of news that is non-gorilla related. Doing so has so far paid off very handsomely. But I can certainly understand the posture of waiting for the air to clear on this one.

With this RMBS exception I completely agree. The only time I ever get burned is when I stray too far from the G&K.

Tinker
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