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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (21582)	12/2/2000 10:34:08 AM
From: ZOOB	Read Replies (1) \| Respond to of 65232

delete

To: Voltaire who wrote (21582)	12/2/2000 10:40:25 AM
From: ZOOB	Respond to of 65232

Morning Voltaire: Interesting Micron article. CEO is also a pilot. forbes.com ZZZZ

To: Voltaire who wrote (21582)	12/2/2000 11:46:28 AM
From: altair19	Respond to of 65232

v...hope there's heat comin out of those grates! Rambus fits a wonderful pattern: solid patents, high barriers to entry, strong channels, licensing and solid leadership. QCOM is another among this class. It's interesting that in the "information age" where vapor can have high multiples...at the end of the day, it's often the stuff you can touch and feel that creates capital in the long term. Listening to some of the Supremes yesterday (home sick)...was like the old radio days. "who knows what evil lurks in the hearts of man?....aaaahhhh it's Sandra Day O'Connor" Cheers...better to be on a grate in Atlanta than Boston today. Altair19