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

To: substancep who wrote (42752)	5/18/2001 4:24:36 PM
From: EnricoPalazzo	Respond to of 54805

>>FYI, here's one RMBS fan that doesn't believe that it fits snugly into GG investing. Surprised to hear this from you. Care to expound? There was a thread touching on this a while ago. Here's my post: Message 15703092 BTW, I do believe that RMBS is in the midst of a Tornado. 6-month revenues ending March '01 doubled from $28 mil to $66 mil. 3-month revenues doubled from $16 million to $31. As I've said before, RMBS may or may not emerge as a Gorilla in this space. For now, I believe that they are piggy-backing on the INTC Gorilla. That's not such a bad space to be in, and if they can maintain a large (even if not 100%) share of INTC's memory market, they can participate in the P4 Tornado, and potentially the next-generation Tornadoes too. While I am cautious about RMBS' prospects, it's worth mentioning that both MSFT & INTC began their Gorilladoms by piggybacking on the IBM gravy train, although for a variety of reasons I don't think there's any way that RMBS can usurp the throne like MSFT & INTC did.