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

To: Apollo who wrote (3854)	7/16/1999 12:37:00 AM
From: Uncle Frank	Respond to of 54805

Best of luck tomorrow, Stan. You've been a great addition to the thread. And congratulations on your rmbs play; it has been a good one and well thought out. I'll bet a few of our threadmates have bought in based on your posts. Frank

To: Apollo who wrote (3854)	7/16/1999 12:46:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Snassy. . . I concur with you on RMBS. It will be a gorilla. Here is a post of mine on the subject from May. During the last two months any and all questions regarding implementation have been knocked down one by one: ------------- To: +MileHigh (19765 ) From: +John Stichnoth Monday, May 10 1999 3:40PM ET Reply # of 24890 Catching up a little bit here...With a "slightly" more bullish outlook, perhaps. Mile, You noted, "RMBS hinges on INTC support". I think that that is less and less true. First, the non-PC applications are moving ahead well. Second, AMD is now a viable competitor that just might trump INTC. Yes, in the short term there will be great disappointment if camino is found to be incompatible with RDRAM (either technically or from price--and i don't think either will be a problem). But, there is enough other stuff out there, further down the road, to support RMBS's current price. Because of my Second Point (next paragraph), RMBS has an extended window of opportunity not seen by most new-technology startups. NOYE: All signs are that it is completely compatible. They are moving towards full production. Which brings up the second point: One of the problems with buying "concept" stocks is that the early investor gets diluted to nothing by the time the "concept" becomes a commercial vehicle (examples: Iridium, soon, Zi Corp, recently and continuously). That's one of the positives about RMBS, which can be compared with QCOM. They [RMBS] have a cash flow to support development and wait for broad-based adoption of their product or technology. Third: All you who are playing in or out of RMBS. Take a lesson from QCOM. Once the move starts, you may have no chance to get in at anything close to today's prices. And you may miss the most profitable time to get in--the first few days. NOTE: The move might have started this week Fourth and final: A more controversial point, I'm sure, which has to do with "network", if I remember the term. RMBS may displace intel's cpu as the key component on the desktop, able to dictate to other component suppliers. What proprietary components are there left on the desktop? Hard drives are a complete commodity. AMD has a perfectly viable alternative to the Pentium. The monitor? DVD? RAM has become critical because of the bloatware produced by msft. Even msft now faces threats from linux, orcl, etc. And, where is the bottleneck? Processing is now subject to the limitations of the data getting to the cpu, rather than the speed of the cpu itself. Whoever wins the "bus" war will be an indispensable player on the desktop, in workstations, laptops and asics-related applications for years. And, as many posts on this thread have attested, rmbs has the patents and the licensees to make sure they are the winner. We're looking at a paradigm shift, here, not just a wealthy intel-hanger-on. How's that for bullish? ----------------- I wrote that in May. It is more true today than it was then. (jmo, of course.)