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


To: Apollo who wrote (5181)8/23/1999 10:05:00 PM
From: Mike Buckley  Read Replies (3) | Respond to of 54805
 
Stan,

Investing in Rambus now, is an investment for 2000-2005.

Do you (and others) agree that investing in Rambus now is investing too soon when using gorilla-game criteria? Rambus sells an enabling technology which is bought by purist gorilla gamers no sooner than the start of the tornado. As I see it, the product hasn't crossed the chasm but it will do that and enter the tornado very, very quickly.

Your thoughts?

--Mike Buckley