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

To: LindyBill who wrote (5853)	9/2/1999 3:01:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

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. Lindy, I get the sense that you aren't following your own advice! You've been pounding the table on not trying to time QCOM, and yet you're advocating timing RMBS. I have been long RMBS for quite a while, and would hate to miss the big moves that this volitile issue can make. I do think that RMBS is more of a question of when it will happen as opposed to if it will happen. Given that, and it's strong potential gorilladom, it does seem more prudent to hold on through the manipulations. Jeff

To: LindyBill who wrote (5853)	9/2/1999 4:00:00 PM
From: Apollo	Respond to of 54805

Bill: 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. I think Rambus will be a double, at a minimum, by next Sept. HOwever, if it is not, and it can be picked up at a similar price, then my decision to weight even 15% of my individual equities portfolio in Rambus will have been a dreadful error. You're a good man, and I value your opinion. Stan