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

To: Apollo who wrote (9139)	10/29/1999 6:03:00 AM
From: unclewest	Read Replies (3) \| Respond to of 54805

My position on this hasn't changed. To date, it hasn't shipped and hence, there isn't much to say. Both Intel and Rambus have been spectacularly elusive on the main problem and its fix, which makes me still more cautious as it is now 1 month since the 820 was supposed to ship. stan, i continue to follow the rmbs story quite closely. in the intel conference call last night, ottelini stated that the 820 will ship in volume this quarter. i have just written out all of my current personal thoughts on rmbs and will be happy to pm them to any regular thread members. uw i will send a courtesy copy to you, mike and UNCLE.

To: Apollo who wrote (9139)	10/29/1999 9:38:00 AM
From: DownSouth	Respond to of 54805

Apollo and thread, I support Stan's recollection of the RMBS scenario of last summer. He and I both framed RMBS as a soon-to-be Gorilla. INTC blew the bridge apart just as RMBS was stepping foot on it to cross the chasm. It is to this thread's credit that many of us RMBS investors were able to be more objective about RMBS and responded quickly to the situation based upon our chasm/tornado/gorilla model. I have noticed that the press and many investors tagged RMBS a gorilla months ago, thus confusing the embryonic form of the animal from its adult form. Thus RMBS is still a Gorilla candidate and is not "DOA", as some have said in the past. The picture is mroe confusing than it seemed to be before INTC's screw up, but the candidacy remains. The election has been postponed, however.

To: Apollo who wrote (9139)	10/29/1999 12:58:00 PM
From: Apollo	Respond to of 54805

Notes from INTEL thread, based on CC last PM..... "....If I had to pick a single key theme that they were trying to communicate, I would say that it is that Intel is changing dramatically, with it's new enterprises. Even down to changing the mission statement. They seemed to emphasis that for the first time aquisitions cost were higher than capitol investments, and implied that that would continue. They want to be know as an e-commerce enabler, not a PC company." John Fowler Reply by Paul Engler.... The "e-commerce enabler" hasn't yet sunk in to the analyst community. In fact, most of the semi analysts are still not coming to grips with the fact that Intel is NOT just a semi/DRAM company - which they haven't been for 15 years ! That would make Intel completing two strategic business "inflections" before most of the analysts grasp the first "inflection". >>>>>>>> The reference above to "inflections", of course derives from Andy Groves book "Only the paranoid survive" in which he describes how successful companies may be suddenly confronted with paradigm shifts and a need to respond. He called these shifts "inflections". Obviously, to stay on top, one needs to respond wisely. Intel is a-changing; it is moving away from "just a semiconductor company". Whether it can be less cyclical, whether they can execute in new markets, against different competitors, remains to be seen. Recent missteps in their chipset and semiconductor output have raised questions in my mind about management. Nevertheless, they are sitting on billions in free cash, and over the long haul have a reputation for outstanding management. Kinda tough to bet against. Apollo