Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Apollo who wrote (5567)	8/28/1999 11:40:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Stan, I read it pretty much that way as well....we have lots of signals, and I too think this one is going to beour next gorilla. Thinking back, I don't recall any previous memory product developing on a licensee basis...(anybody, please correct me if I'm wrong about that)...and it's that business model that sets this one apart. I don't have a complete chart history of RMBS, so don't know if this one has ever split, but I don't think so. Also, you are absolutely right about PC133....just an interim thing. I understand weekends in Bermuda can be demanding. Please take proper care of yourself. (hee,hee)

To: Apollo who wrote (5567)	8/29/1999 3:52:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Stan, WRT RMBS, I think we are seeing similar cloud formations. Seems to me the Value Chain is already in place with the RAM fabs, with Boxmakers, and with INTC. The chasm will be crossed similar to a well planned military invasion. The logisics for support are in place. The battle is well planned. When Intel says "Camino shipping, RMBS supported" the bridge over the chasm is lowered into place. When Dell says "Rambus Inside", the chasm is crossed. Note the tremendous, whirling winds predicted just on the other side of tha chasm.