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

To: Apollo who wrote (5076)	8/22/1999 1:43:00 PM
From: Glenda King	Respond to of 54805

Dear Stan (aka hermes, apollo, or something) RE: Rambus Thank you for your thoughtful and informative post. It just so happens that I agree with you on all counts. I have 88% of my portfolio in Qcom and do not intend to part with any of it. But I definitely will buy more Rmbs. How's that for bustin' out of the groupthink? Cheers, Glenda

To: Apollo who wrote (5076)	8/22/1999 7:34:00 PM
From: Apollo	Respond to of 54805

Been surfing the Intel and NTAP threads..... Intel hit a new high, people are predicting increasing market share and greater profits with an enlarging server market and 64 bit processors in Y2K to serve that market. There is a sense that Intel is reassuming its prior position as a Tech leader in the market. The folks are pretty ecstatic over there, and are coming together for a group hug (no kidding). Over at NTAP, I would recommend that inquiring minds float over and check out the debate on Aug. 19th. Unq made an appearance, asked a few textbook questions and, not unlike Rambo rescuing American POWs in North Vietnam, left a devastating impression. It made for great spectator sport and was good learning too, for those of us who are financial/business junkies. Unq's comparison to Cisco was especially revealing......http://www.techstocks.com/stocktalk/readmsg.aspx?msgid=11009681 What an amazing market. Intel and qcom setting new highs, and an interest rate hike hasn't even been announced yet. Imagine what may happen once that is behind us. I think this Y2K paranoia is way overestimated; and I think the Oct to Jan. run will be terrific. Time will tell. Stan