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

To: MulhollandDrive who wrote (4206)	7/22/1999 12:23:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Apparently he thinks RMBS has crossed the chasm bp, everyone's entitled to an opinion, but before I put my money into a "Gorilla", I want to see its DNA confirmed by adoption rates, not projections. Obviously I am not a full fledged GG practitioner - no market baskets for me. I hunt for post-emergence primates... in other words, sure things. My investment window isn't long enough for disappointments. For the moment, I'll leave rmbs to the young guys. Frank

To: MulhollandDrive who wrote (4206)	7/22/1999 2:15:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

I know you are aware of Tate's "tornado" comment. Apparently he thinks RMBS has crossed the chasm or else he doesn't fully understand the gorilla game nomenclature. Tate is a very smart guy Betty: I know he said "Rambus is in the tornado" at a brokerage conference, I believe, a couple months ago. I think he is imprecise with its use. Haven't been into Rambus long enough (only since Jan) to gauge how smart he is, however, I'll take your word for it, and have presumed that his inaccurate use of the term tornado notwithstanding, does reflect his high confidence of DRDRAM roll-out this year. stan