Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dr. Id who wrote (33430)	10/20/2000 1:25:02 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

ID: I'm not as confident in the final outcome for RMBS as I am for QCOM and NTAP, but I do think it's a good bet to hit a grand slam. Appreciate your chipping in here. <g> Question: in your estimation, do you think Qcom +/- NTAP are good bets to hit a grand slam or triple, too? I think you're going to say yes on this. If so, then why invest in RMBS? Why not just put more into wireless and storage, two areas which are sure things for relentless growth? What do you think? The other issue that hits me is one's time horizon. If the investor's time horizon is 1 year, then Rambus may be a superb shortterm play. Alternatively, if one's time horizon is 5-10 years, then Intel's stated regard for Rambus together with a contract expiring in 2003 may be a bad harbinger of things to come in 4-5 years. Intel designed rambus into its MPU/chipset schemes. Should it choose to, I would think Intel could design it out, were an alternative to be available. Apollo