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: Uncle Frank who wrote (6987)	9/24/1999 9:52:00 PM
From: pala	Read Replies (1) \| Respond to of 54805

OK Thanks Frank maybe some of the Rambus guys can fill us in over the weekend. I'm just finishing up my DD on GMST and am a little burned out. At least I can understand GMST and Q But as an analog guy in a digital world Rambus has been a little upscale for me. Anyway I've just seen it called a "Gorilla" for so long I guess I was believing it.

To: Uncle Frank who wrote (6987)	9/24/1999 10:50:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

this is just a <large> bump in the road. But I don't think that rmbs is a no-brainer yet, either. Frank, I've got what might be an interesting twist on today's news. If the Rambus/Intel snafu were not big news, it would be a sign of greater risk. But the news is everywhere in the media, signifying for me that this is really big, though disconcerning, news to those in the value chain. That in itself makes me wonder if we aren't closer to a no-brainer than you and I might otherwise think. --Mike Buckley

To: Uncle Frank who wrote (6987)	9/25/1999 1:19:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

One perspective from a former Rambus long. I bought in the low 80s last May after reading a magazine story about it, then with impeccable timing added to my position in the low 110s at its peak in July. Then, in August, I discovered SI, G&K, QCOM, etc. In the portfolio restructuring that followed I held on to my RMBS position, but decided to learn more about it and see whether it could really stack up as a potential holding against the other great companies discussed hereabouts. Reading the Rambus thread, however, was disconcerting. First, there were more than a few bears, and not all were unintelligent. Second, even some of the bulls conceded that Rambus had technological shortcomings, and based their optimism on faith in Intel (d)ramming it down the world's throat. Third, the stock didn't go anywhere, except possibly down a bit. And fourth, given its then-current valuation, it was not at all clear that--pace dear UF--there would be "staggering" returns in the foreseeable future. When QCOM took its recent nosedive, I scrutinized every other position I had to see where I could raise money to buy more, and that was when I decided to sell my Rambus shares (at about 91). My reasoning was that there was a chance (however slim) the Rambus bears were correct, and that even if they weren't, there would be plenty of time to buy back in over the next few months as Rambus' potential started to be realized. I'm not happy to see the recent report and downturn, but I'm not entirely surprised either (this is hardly the first snag or delay), and I am glad to be out, at least for the moment. The more I learn about QCOM or, say, GMST, the better I feel about my investment in them--something that was simply not true about Rambus. As has been said before on this thread, the goal of gorilla gaming is to get high returns TOGETHER WITH high safety--and for the present, at least, Rambus just doesn't cut it. BWDIK, tekboy