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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (39072)2/7/2001 7:34:14 PM
From: EnricoPalazzo  Read Replies (1) of 54805
 
My profits after a year and a half of investing in Gemstar are 30%. It's not much, but you know, it feels good to take a profit.

Not much??? Give me 19% annualized any day.

1999 has spoiled us forever (or rather, y'all. I was sadly uninvested)

Glad to hear you think so much of RMBS. Reminds me of Q in early 1999--nascent Gorilla, tremendously undervalued. Y'all know my misgivings about royalty-based Gorillas, but I still love this company.

And whereas Q was the Tollbooth-apparent of what seemed sure to be the dominant wireless standard of the future (CDMA), RMBS may be the Tollbooth-apparent of the dominant memory standard of today (SDRAM), and of tomorrow (DDR-DRAM & RDRAM).
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