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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (53397)1/9/2003 1:54:16 PM
From: Gary L. Kepler  Read Replies (1) of 54805
 
Thanks for your balanced response since the Rambus thread has been corrupted by Bilow.

I was briefly in RMBS about two years ago up until the fraud issue came up in court. I have continued to follow the Rambus thread here on SI because I thought RMBS might be a reasonable speculation at $6 or less. Bilow's spin seems to me to be well supported and that has kept me out of RMBS except for a few quick trades.

While I can't stand Bilow, I must give him credit for often calling it correctly. Perhaps, I need more balance by following the Fool thread as well.

In the next day or two, I shall back track through the RMBS thread to see if I can find presentations from Intel or Samsung that suggest a shift away from RDRAM.

What sweet pleasure, if Bilow proves to be wrong, even if I miss participating.

Thanks for the discussion. I think that was what Jurgis was looking for.
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