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

To: chaz who wrote (5136)	8/23/1999 11:19:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Something major HAS to be going on on Q! I cannot believe this run up otherwise. I have been saying 200 by earnings, not by August 30th!

To: chaz who wrote (5136)	8/23/1999 11:28:00 AM
From: DownSouth	Read Replies (6) \| Respond to of 54805

Fellow Gorilla Hunters, thank you for you indulgence this weekend. After much discussion, cussin', readin' and broodin', this morning i managed to sell large chunks of my positions in MSFT, CSCO, and NTAP and increase my position in QCOM. FWIW, here is the nature of my new portfolio: QCOM 49% CSCO 18% PMCS 10% MSFT 8% JDSU 6% NTAP 5% CNXT 4% (I, of course, accept full blame, responsibility, and praise for the decisions to put QCOM at such a pivotal position in my portfolio.) As I looked at the performance of MSFT, CSCO, and NTAP relative to my other holdings, LB's "reinforce the winners" strategy became the driving force in deciding where to get money for more QCOM. After looking at some of the fundamentals like PE, growth, etc., it really turns out that I sold stocks with similar valuations as QCOM, but bought a stock with momentum and stronger future growth prospects. Not only that, but Q is a certified Gorilla! Thanks again. This is a great group of folks on a great thread.

To: chaz who wrote (5136)	8/23/1999 3:48:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Chaz, RE Rambus: EPS for this and 4Q are based on long-standing contracts for development and supply (eg., Nintendo). We are nearing the hockey-stick in terms of DRDRAM use. Beginning in Sept, Sony will announce Playstation II, beginning the royalty stream 90 days later. Also in 4Q, box makers will begin shipping "rambus-inside" boxes, featuring the camino chipset. Again, royalty flow from these developments won't show up until 1Q'00. The outstanding questions are (1) timing of the camino chipset announcement--intel doesn't pre-announce, and rambus backers say there is a lot of fud out there that camino will be delayed and won't provide a performance edge when used with rambus. (2) how high the hockey stick will be. There is no argument that 2000 revenues will be sharply higher. The question is how quickly and broadly rambus will be included in boxes shipped and how fast in other applications (eg., cellphones). Near-quarter earnings are not the basis of rambus' stock price. The anticipated ramp-up is key. Best, JS