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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (42744)	5/17/2001 4:25:18 PM
From: EnricoPalazzo	Read Replies (3) 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. FYI, here's one RMBS fan that doesn't believe that it fits snugly into GG investing. 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. Maybe, but remember that RDRAM impressed & scared the cartel long before INTC came into the picture. Imo that play carries a much higher risk/reward profile than we seek in gorilla gaming. This I agree with, but if you believe (as I do) that RMBS has a solid monopoly position in the P4 value chain, GG reasons tell you that's not quite such a wild bet--P4 is apt to succeed. IMO, this is like buying the P4 at 12 X earnings. Not such a bad deal...

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