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

To: Apollo who wrote (4083)	7/19/1999 11:24:00 PM
From: Mike Buckley	Respond to of 54805

Stan, I agree with Lindy's comments that there are risks to early participation in potential gorillas In addition to that, the real risk is that it is not Rambus's tornado. It is Intel's tornado, as evidenced by how the press release apparently scared a lot of people. My investment in Citrix might be equally risky in the sense that they are dependent on Microsoft's NT tornado. --Mike Buckley

To: Apollo who wrote (4083)	7/19/1999 11:40:00 PM
From: Uncle Frank	Respond to of 54805

Sorry about today's news on Rambus, Stan. The International DRAM Consortium (a fictional group) must have placed some heavy pressure on Intel. As far a Q is concerned, the only person who is seeing anything negative about the report is marginmike, and it's only because he's holding major positions in August calls and is worried about the after market trading. Even if Q falls to 150 (at which point I'll get a second on the house), marginmike has a 9 bagger, but I think he was hoping for a 20 bagger <g>. I seem to remember you bought some Q, didn't you? FranQ