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

To: Glenda King who wrote (7058)	9/25/1999 10:22:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Glenda! Thanks for the tip! I haven't read every sentence of the new manual to see what changes have been made. Glad you spotted that one. "In 1998, for example, a company called Rambus took on a gorilla position in the emerging market for next-generation memories." Yes, but ... :) The very next sentence immediately after that one remains unchanged from version 1.0 to version 2.0: "It is just that to play the game in the semiconductor sector demands a highly specialized investor with highly specialized information." That ain't me. That's why I need to reiterate that I've openly said I'm not an expert at Rambus. Best of luck with your Rambus investment! --Mike Buckley

To: Glenda King who wrote (7058)	9/26/1999 11:35:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Glenda, Frank, Mike, etc: Seems we have two thoughts here....RMBS the gorilla, RMBS the wannabe. I'm still 100% Q (Lindy will be sooooo proud of me) but with new money, plus my previously expressed opinion that RMBS is one of the nexgen Gorillas (along with GMST, thanx to Mike and Stew), I feel some of my money ought to go into those stocks. This would not be a first for me....I've been gored slightly before, but mostly I've been left on my feet with fair pickings. These two strike me as very different, mostly in that they have come so much of the way that it seems almost a slam dunk that they'll make it the rest, or at least, there's a much better than average chance that they will. So here's my plan: Put 25% of new money into these two, and play them like they were already there....ie, hold and bear watch on the fundamentals, increasing the position if they improve, exiting if they stumble. I don't mean the stock price, I mean the fundies. Higher risk than acknowledged gorillas, yes. Irrational risk, no, not as I see these.