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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: substancep who wrote (42715)5/17/2001 1:37:06 PM
From: Uncle Frank  Read Replies (4) of 54805
 
>> RMBS fits snugly into Gorilla Game investing which is what this thread is all about.

I trust you realize that isn't a consensus opinion on the thread. I've long subscribed to the theory that rmbs is an attempt by intc to create an artificial gorilla in order to change the memory sector from a royalty game into a gorilla game and break the existing cartel. Imo that play carries a much higher risk/reward profile than we seek in gorilla gaming. Of course Geoff dubbed rmbs a primate, but he's been erratic in applying the very metrics he gathered.

>> I feel I have to divorce myself from my emotions if I am to be successful as an investor.

I'd encourage you to do so. Letting debate degrade into argument lessens the objectivity you seek and truncates valuable exchanges of information and ideas.

uf
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