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

To: DownSouth who wrote (5513)	8/26/1999 10:14:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

Re Intel's "obtuseness". Isn't that the way they always work? Meanwhile, rumors swirl. But, they've always held things pretty close to the vest until announcement day. best, JS

To: DownSouth who wrote (5513)	8/28/1999 9:42:00 AM
From: Sunny	Read Replies (2) \| Respond to of 54805

DS, I just returned from a 10 day trip to Scotland, (Played Carnoustie, and Royal Aberdeen 2X and had some absolutely great trout fishing at my company's owner's castle.) Didn't read a paper but twice and never watched the news. For a working trip it was the most stress reducing trip I have ever taken. I must say that upon my return I was very pleasantly surprised with the formidable run up in several stocks, Q which is my largest holding and MSFT. However I left hoping to find nice entry points for jdsu, rmbs and sebl only to find them significantly higher now than then. Do you think there will be some pull back on these for making an initial investment? Sunny

To: DownSouth who wrote (5513)	8/28/1999 11:13:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Jerry & Thread: Gotta agree with you, John Stichnoth. RMBS was on a tear until a few weeks ago when INTC made a back channel comment to the press about evaluating PC133, without saying that it would or would not sanction PC133. Now we have another obtuse comment that seems to indicate that RMBS is it an only it. Am in Bermuda at a very important conference (hee hee), and on the hotel ISP at mucho cost. Looks like Rambus is up some. My opinion, FWIW,is that it doesn't matter whether intel supports SDram133 with a chipset or not; even if they do, PC 133 SDRAM is a temporizing maneuver that delays low-end PC acceptance of Rambus, but nothing else changes. It still starts at the high end, goes to servers and laptops, and eventually migrates to low end. I don't think PC 133 changes it that much, tho' perhaps a delay. Also, as I slowly re-read RTFM GG, I see some real parallels to Rambus as a Gorilla candidate. The question I need to answer is defining crossing the chasm.....is widespread adoption occur with announcements of future events (="tornado signals"), or insertion of the item into real products? I think the latter; therefore all announcements on Rambus indicate tornado signals of imminent tornadoes, but not the presence of a tornado. Thoughts????? Anyway, glad to be in Rambus. Best to the thread, Stan