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

To: tekboy who wrote (7027)	9/25/1999 1:58:00 PM
From: Apollo	Read Replies (3) \| Respond to of 54805

Thanx to all the supportive and helpful posts, both public and private, related to Rambus. Would like to make a few comments.... 1. I agree that there is an extensive, established value chain that will want to see Rambus succeed. It will be interesting hearing the Intel/Rambus/Dell counterattack next week, the plan for new MOBOs or workarounds, chipset redesigns, and most of all how mollified the market will be. My guess is that the market won't be so trusting having already been disappointed by Intel twice earlier this year, particularly as Mr. Market continues to fret and sweat prior to the next Fed meeting in October. 2. I haven't heard any of you more experienced pros talk about Intel's sudden reversal. I know I'm going to look stupid here, but I really think it stinks that Intel was so positive in the press and at meetings, etc, and then, at the very last minute, pulls the plug on Camino. Seems dishonest to me. Is this normal behavior from Intel, am I just green behind the ears, here? THis trusting of what corporations tell us, which then gets amplified by analysts and by the media is a very important issue. Aren't we all just as dependent on Q and Gemstar and MSFT in being honest when they issue press releases and make announcements? We would all seem to be susceptible to being blindsided here. Is there any way to avoid this? 3. I reduced my position in Rambus as a way of preserving capital and reinvesting it for the short-term. I even have a small sum as dry powder in reserve. When Intel gets it together, Camino ships and is not recalled, and there are more announcements of memory manufacturers shipping in mass quantity, then I'll increase my position. The stock price won't be a determinant for me; better confirmation in the press will. By comparison, most of us are using CDMA subscriber growth as the key surrogate for determining Q success in the future. With Rambus, having learned that Intel is not to be fully trusted, I will be watching for evidence of more DRDRAMS being shipped, and of their acceptance. I agree with Lindy that for the shortterm, Rambus share price may go to $50 and below in this now less trusting environment. BTW, for Lindy to pick $50 tells me that tho' he doesn't like one-trick ponies, he must be watching with care, since this was a major low for Rambus last Spring/early Summer or so. 4. Enjoy your posts Bruce Bowen. I agree that launching new technology paradigms can be littered with glitches, and we need to be patient about this. Nevertheless, apart from glitches, Intel was not forthcoming. It has to do with truth in lending, and setting up expectations that are not to be fulfilled. That is a different issue, and I am looking for comment from you and others on this. Stan (there ought to be a picture of me in the dictionary under the word naive)