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

To: tinkershaw who wrote (34019)	10/29/2000 7:15:40 PM
From: DownSouth	Respond to of 54805

Excellent post, tinker. Thanks for so concisely explaining your perspective. Jerry

To: tinkershaw who wrote (34019)	10/29/2000 8:59:45 PM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

There is a very obvious slowdown in the PC industry. It has continued through the summer and will most likely continue for the fall and Christmas season. This will affect all the players in the business including RMBS. Intel's introduction of P4 may or may not save the season. Do you think the increased revenue from more licensees will be offset by the reduced price/shipment of memory? Or perhaps it will not match previous expectations because of falling memory prices? As we have seen from NT, it could be ugly. What are your thoughts on this? I have been very negative on the PC industry for sometime now. I am only in RMBS because of its (possible) gorilla potentials. But that reason may not be enough. Is a gorilla in a low growth industry still a good investment? Of course RMBS is in some high growth areas like the Playstation and others. But PC still constitute the majority of its revenue - current, potential or projected. Seldom Blue