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

To: Mike Buckley who wrote (44165)	7/8/2001 7:10:52 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Rule the World Newsletters..... >>>>http://y42.briefcase.yahoo.com/rtwnewsletter/<<<< Thanx for the link. The newsletter is very interesting. Matt Tompkin's piece on accelerated innovations and the effects of network on exponentially increasing valuation is a very nice summary of the many bits and pieces discussed here from many other sources. A good read, especially for newbies. Dave Young's piece on Rambus is so "pro-Rambus" and describes my view and that of Tinkershaw, that I worry that it could be biased rather than objective. Nevertheless, it makes the Pro Rambus case precisely. The 2500% return by 2004 sounded pretty good. It makes the case for RDRAM both in PC and non-PC instruments. One point that I especially like, which I had previously overlooked, was that while the price of DRAM will inevitably trend downwards (and hence, absolute royalties), the "amount" of DRAM per device will rise ever upwards (thereby increasing revenues). The PC used to have 16 mb standard, then 64, now 128, soon 512, etc. Same trend for PDAs, etc. It's a long newsletter (40+) pages. You and Judith Williams seem to specialize in bringing long treatises to this Thread <g>. You're retired, so I can understand, but Judith has a day job......or so she says. Still have to read the piece on valuation. The math requires that I set more time aside. best, and thanx, Apollo