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

To: voop who wrote (8481)	10/19/1999 5:32:00 AM
From: unclewest	Read Replies (2) \| Respond to of 54805

I lurked more than posted on RMBS, recently sold after the Intel delay for miniscule profit. Are you no longer committing dollars there? I decided to wait for it to hit a few bowling pins. hi voop, i still have some rmbs. i believe the coppermine, carmel w/rambus release on monday will signal the beginning of rdram dominance. intel has promised the camino chipset this q. that will get rdram into mid-priced pc's. sony p II due in march will shoot rdram into low end. i plan to reload in full when camino is released and i see the benchmarks showing an improvement and some rdram mfr's announce that they have restarted rdram production. uw