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

To: Apollo who wrote (5852)	9/2/1999 2:35:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

I expect Rambus to surprise and beat analysts' estimates in Oct, and again in Jan. Snas, you have probably forgotten more about Rambus than I will ever know. I just have the feeling that you could pick it back up a year from now for roughly the same money you have in it.

To: Apollo who wrote (5852)	9/2/1999 3:45:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 54805

Hi Stan, I don't whether you saw this from the RMBS thread.... It touches on the a segment of the "value chain" Gregory Mischou, an analyst at Warburg Dillon Read, reiterated his strong buy rating on Rambus and a price target of $150 on the stock. ``We view discussions at the Intel forum as very positive and underscoring the strength of the Rambus architecture and its strategic importance to Intel,' Mischou said in a research report. He added that he expects to hear announcements this month about Rambus-based PC availability from Dell Computer Corp. (Nasdaq:DELL - news), Compaq Computer Corp. (NYSE:CPQ - news) and Hewlett-Packard Co. (NYSE:HWP - news) . ``We believe there is strong industry support to drive Rambus adoption into the high-volume mainstream and value PC segments later next year,' he said.

To: Apollo who wrote (5852)	9/2/1999 5:33:00 PM
From: Jill	Respond to of 54805

With caveats that I know much less than many seasoned investors on this thread, I'd be scard (Lindy's word) to own your portfolio! I think keeping at least half or more in companies like MSFT (or for others, Cisco or Intel) virtually guarantees good returns and strength. A portfolio needs a good foundation from which one can invest in tornadoes...Qualcomm's fate won't really be clear for the next few years--it's my second holding after MSFT, but it is surely not a "safe" bet y et, and the volatility is somethin' else. For example, as Caxton pointed out, China is questionable. I can appreciate your stance on RMBS, tho like Frank and Lindy, I watched and waited. Anyway, each to his own... Jill