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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Gary L. Kepler who wrote (43777)6/21/2001 8:24:26 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Gary,

I haven't done any work at all on Rambus.

In summary, rather than add to my position at these cheap(er) levels, I am inclined to stand back and perhaps walk away sometime in the next six months or so.

Based on everything you mentioned about your perception of product adoption, that would be playing the game according to the rules. The pure gorilla gamer in me sez that's tough to argue with.

Be sure to let us know when your thinking about an RDRAM tornado changes.

--Mike Buckley
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