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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (885)	2/18/2000 6:56:00 AM
From: unclewest	Respond to of 22706

hell, i haven't got rmbs right yet! i have decided to play the gorilla game all the way with rmbs...i know what moore says about dram and tornadoes. i want to catch the steep part of the curve. if i miss rmbs...so be it...i am however thrilled for the rmbs guys who got well this week. i will let you know if i take a large position and why, when it happens. keep an eye on hitachi..if they capitulate on the lawsuit, i will jump in big. if we see the following... a 3 slot mobo from intel AND volume rdram production from micron or "all of the other dram mfrs" except micron. i will do the same. i am also following the communications ASIC announcements..lucent and motorola have announced rmbs design wins...my guess is revs are still out there though. i reserve the right to be wrong on rmbs! :o)