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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: silverstein who wrote (45928)8/28/2001 12:34:24 PM
From: chaz  Read Replies (1) of 54805
 
Seth:

Late last week, ahead of IDF, I thought RMBS was about as low as I would ever see it (IPO territory), so I bought some.

Yesterday, I read the release which confirmed that INTC is not dropping RMBS as the FUD has insisted would be the case. It confirmed (for me) the ongoing viability of RMBS, and so I said to self: "To heck with the lawsuits, buy some more of the damn stock!"

NMTC is perhaps also viable. I don't know, and the company is very small, very pre-chasm...far more risk than I want to take. We here invented Project HUNT for just such a company...would you care to do one for us on NMTC?

What will AMD do? Don't know, but I do know it won't go away. It will continue to unsuccessfully pick and chip away at Intel, and in it's wake leave great waves and mounds of FUD.

Chaz
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