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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (34120)	10/31/2000 8:51:51 PM
From: mauser96	Read Replies (1) of 54805

In addition to the two problems with RMBS I mentioned in my last post to you on the subject, we can add in relatively high costs compared to conventional memory. This is a real Catch 22 - high costs mean less use, less use means lower production, lower production means higher costs, etc. RMBS may turn out to be a winner, but I think I'll pass on this one. It's just not in command of it's own destiny. There's still a few genuine G&K that somehow I've never got around to owning and Mr. Market may give me a chance at them. I thought the recent bottom was just a bit too pat so didn't put much extra cash to work. Time will tell..

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