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

To: Apollo who wrote (7290)	10/1/1999 12:30:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Many of us are now doing the same with Gemstar; same basic theoretical risks, which I note haven't gotten as much play here as with Rambus. I have to strongly disagree, Stan. GMST has crossed the Chasm, and is rolling strikes in the Bowling Alley. I suggest you go back and read NY Stew's and Merlin's posts for the past month. Merlin, who called the shot on Q, has made the same call on gmst, and those of us who know him appreciate how coldly analytical he is in such proclamations. Stew's understanding of this company is as good as you will ever find in a non-insider, and he has made the same call. No one, not even you or unclewest, portrayed rmbs as anything other than a Story Stock. There is a HUGE difference between investing in rmbs and gmst - Gambling vs. Gorilla gaming. uf

To: Apollo who wrote (7290)	10/1/1999 3:03:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Apollo, in an earlier reply to this post, I ended with the comment that, There is a HUGE difference between investing in rmbs and gmst - Gambling vs. Gorilla gaming. That was a pretty smug statement. All investing entails some degree of risk, Gorillas included. No gaming methodology can eliminate it. Your decision to invest in rmbs was backed by a lot of hard gained dd, which you shared most generously, and should not have been dismissed as harshly as my ill chosen words implied. Please accept my sincerest apologies, uf

To: Apollo who wrote (7290)	10/1/1999 4:08:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

>The Rambus situation leaves me flabbergasted. Imagine what would have happened if Intel had launched a working capable Camino chipset as expected. All the press would be positive, as I read in PC magazine last night, their would be an increasing buzz about "rambus" and the share price would be rising accordingly. Investing prudently at chasm crossing and pre-gorilla would seem to be brilliant.< Stan, I think you make a good point - one that is mentioned in the book, but too often overlooked. Drawing conclusions from one event is not always wise, particularily where there are random or unpredictable elements involved. The question should be whether the decision was sound, based on the information available at the time, and the risk level assumed. If I buy a stock and it goes up, that in itself does not mean that I made a good decision. Just something to think about. StockHawk

To: Apollo who wrote (7290)	10/2/1999 12:47:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Stan and others, Investing prudently at chasm crossing and pre-gorilla would seem to be brilliant. Many of us are now doing the same with Gemstar; same basic theoretical risks, which I note haven't gotten as much play here as with Rambus. I think the risk is less with Gemstar than with Rambus. Part of my thinking has to do with my opinion that Gemstar's product is part enabling software and part applications software. Since there is no question in my mind that the product has crossed the chasm, it's not too early to invest if you believe as I do about the applications software. However, if you also believe as I do about the enabling sofware, now would be too early to be fully invested because the tornado hasn't started. My opinion. Nuttin' more. --Mike Buckley