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

To: Peter Sherman who wrote (8648)	10/24/1999 2:15:00 PM
From: freeus	Respond to of 54805

Thank you. Dell, I assume, we were wrong on (those who thought it was a gorilla) and has proved it is not?????? From the latest Gorilla book, p 135 on Rambus "In 1998 for example, a company called Rambus took on a gorilla position in the emerging market for next generation memories. It is just that to play the game in the semiconductor sector demands a highly specialized investor with highly specialized information.Once again if you happen to be such an investor, we wish you good hunting." He seems to be indicating Rambus may be a gorilla, if you are informed enough to know. I of course am not but that would be generally true of me in most stocks... when I only invested in what I knew I only invested in coca cola, mcdonalds and sara lee....made good money but wouldnt if I were still in them. So....Rambus....???? I think maybe the early gorillas are VERY volatile as people change their minds daily about the gorilla-ness of them. True? Freeus