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

To: JohnD who wrote (42705)	5/16/2001 8:11:53 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I lurk on quite a few threads, though rarely post. But I'm pleased to note that you've done so on G&K whenever you felt you could contribute, and your style has always been consistent with our stance on polite discourse. Please continue to do so, John, and don't be concerned the messenger can take a little heat during the delivery process <gg>. Btw, I felt that the question about memory trends from AMD's perspective was a valid one, since they are becoming a significant force in the computer sector and set the architectural standards for the application of their processors. uf

To: JohnD who wrote (42705)	5/16/2001 9:09:02 PM
From: EnricoPalazzo	Read Replies (1) \| Respond to of 54805

fyi, john, i appreciate your having posted the article, although as a ramboid I didn't agree with it. I'll tell you what, one thing that's pretty clear is that Rambus riles people up about as much as any other small company in history. e

To: JohnD who wrote (42705)	5/16/2001 9:47:00 PM
From: substancep	Read Replies (3) \| Respond to of 54805

JohnD, "I posted that link to the CNBC Rambus article simply as a source of information." It's a source of mis/disinformation. "I confess.........Rambus thread, right here on SI~" Been there. Done that. I visit those people frequently but Buffett gets most of my attention lately. RDRAM is the future. RMBS fits snugly into Gorilla Game investing which is what this thread is all about. Knowing that you are familiar with RMBS' issues because you read such informed posters as Scumbria et al, your post #42686 leaves me with the sort of feeling I get if someone lets there dog poop on my lawn and isn't courteous enough to clean it up. P