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


To: Teflon who wrote (3048)6/23/1999 10:53:00 PM
From: MileHigh  Read Replies (1) | Respond to of 54805
 
I've already started my research on INTC trading ranges in the early days. It might surprise you. I'll be sure and let you know what I find out, even if my thought is proved wrong!

MileHigh



To: Teflon who wrote (3048)6/23/1999 10:59:00 PM
From: DownSouth  Read Replies (3) | Respond to of 54805
 
Tef, baby, You have missed the point about RMBS entirely. No one, and I mean no one, contends that RMBS is a Gorilla. What many of us believe is that it is destined to be one. No, the stock does not trade like a Gorilla, RMBS revenues are not Gorilla like. Its market share is virtually nil. It ain't a Gorilla.

But will it be. Yep. Pretty sure. When is a good time to buy? Most anytime. But I will own this one as the winds start blowing. Will I dump it if bad news changes the story. Yes, but not on rumors and opinions. I have a very strong opinion about this one.



To: Teflon who wrote (3048)6/23/1999 11:06:00 PM
From: LindyBill  Read Replies (2) | Respond to of 54805
 
I have been reading the discussion today on Rambus, and put my 2 cents in also. I think the post on the Dell decision to use the chip was valuable.

I am convinced, as of now, that this company has not crossed the Chasm. This is exactly the kind of company, IMO, that, if it went south, you could lose your butt!

It's not a matter of being right or wrong. Under our definitions, it is too early to invest in it.

The point is, You can make as much, or more money on the Gorillas we are in, without the risk! I bought into Q 60 days ago, when I knew it had crossed the Chasm, and would explode, and I am up 73% on it, risk free, by my definition of risk.

I would rather make my bucks now on these type of companies, and add Rambus, (at a much higher price, I know,) when the risk is gone. I don't give a damn how high it will have gone, all I care is, how much higher can it go, and how fast?

That, to me, is the beauty of what we are doing here.