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


To: Apollo who wrote (13904)1/3/2000 7:27:00 AM
From: unclewest  Read Replies (2) | Respond to of 54805
 
-- Bandwidth exchanges will emerge to enable real-time provisioning
of services and complete the disaggregation of the industry
between bandwidth providers and brand name service providers.


hi stan,
i am trying to get over it....but.....
every time i read bandwidth...i think about rmbs.

rmbs is expected to announce new products next quarter utilizing rmbs tehnology to resolve some of the bandwidth problems in communications. i do think it will take a while for these to be designed into mass market merchandise but it will be worth looking at the offerings.

i have said in the past that 2 things would get me back into rmbs...a 3-slot mobo, the mobo problem is what caused rmbs to fall into the chasm, and more production especially from mu...i believe we have the first...

english.aopen.com

unclewest@oneeyeonrmbs

may i take advantage of your being a physician to ask if you know anything about imcl. tia.
not ready to suggest it yet...just curious if anyone else has looked at it...i have had a small position here for some months.

i plan to complete the transition to a G&K portfolio within a few days.
with two exceptions...cree from the ww list(or does that count?)...and imcl <1/2%.

what a thread this is! WOW!!