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

To: Mike Buckley who wrote (7056)	9/25/1999 9:06:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

The "out of phase" remark was meant to apply to your comment about Intel dependence on Rambus, Mike. I see rmbs as totally dependent on Intel... well, maybe not totally, since they seem to have developed a niche in the game market. But if they are to be in the midst of a full fledged Tornado, it would only be the result of Intel's sponsorship. The semiconductor business is the most innovative arena in the technology sector, and Next Generation stuff is ballyhooed every month. ADI's announcement of a Next Generation gsm chip set is a great example. Unfortunately, the vast majority of these discoveries turn out to have some limitation in application, cost effectivity, or manufacturability. Sorry if I appeared contentious, teach, but I was concerned the thread was drifting from the theme of low risk/reward investing. uf

To: Mike Buckley who wrote (7056)	9/25/1999 9:27:00 PM
From: Glenda King	Read Replies (2) \| Respond to of 54805

Hi Mike, Happy to report that I finally received the revised FM. Would like to send along the authors statement regarding Rambus...pg. 135: "In 1998, for example, a company called Rambus took on a gorilla position in the emerging market for next-generation memories." Just a nice confirmation of how I look at Rambus. My opinion has not changed one iota...Rambus is a gorilla. Over the next few months my game plan is to take full advantage of all the FUD... Best regards, Glenda