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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (3016)	6/23/1999 5:39:00 PM
From: DownSouth	Respond to of 54805

take a look at its trading history, particularly during the June '97 to June '98 period and the recent history of Jan '99 to today. This is not the trading pattern of a Gorilla. Hate to beat this horse to death, Tef, but you are looking at trading history 1 year ago. That has no relevance to today's factors. The story has evolved at the speed of Intel fabrication re-tooling (almost). We have gone from promises to factories that are tooling for production. Yes, I know that is not production, and we will likely see some serious bumps in the road, but its a wider, smoother, more well lit road.

To: Teflon who wrote (3016)	6/23/1999 6:54:00 PM
From: Apollo	Read Replies (4) \| Respond to of 54805

Tef: anyone who is seriously interested in RMBS should go take a look at its trading history, particularly during the June '97 to June '98 period and the recent history of Jan '99 to today. This is not the trading pattern of a Gorilla. I agree, because as I mentioned earlier, Rmbs is not yet a gorilla because it hasn't crossed the chasm.....but it is close, labor pains are imminent, and the cervix should start to dilate this summer...long on rambus and hoping for a healthy birth, without defects. Stan PS: can someone refer me to relevant posts on this thread a month or two ago teaching me about Globalstar?

To: Teflon who wrote (3016)	6/23/1999 7:06:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 54805

Teflon, RE RMBS trading history and how it does not trade like a Gorilla. Wow! I will have to substantiate my opinion, but would have to say that this is wrong, IMO. This company has traded for 2 years, DRDRAM has not even hit the market yet, and in Moore's book he talks about how emerging Gorilla's can trade in wide ranges based upon news, rumors and competitive issues (he calls this noise and you should learn to spot it, ignore it and even buy more on this unfounded weakness) I feel pretty strongly about this and will try and get some early trading patterns of INTC, MSFT, CSCO, etc... I do remember INTC making wide price swings in the early days... I also want to discuss someone's comment about RMBS technology not being "discontinuos". I also question this.... Regards, MileHigh