Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Well said, Bruce.

I don't know about anyone else, but, for me, one of the challenges of playing the Gorilla Game is that of being able to sense the winds of change in a real-time manner; that is, learning to recognize when a particular company like Rambus has crossed the threshold. It's a bit easier to see in retrospect, I think, and the story always seems to make a lot of sense in the retelling, as in The Book. We've all bought products that require "some assembly"...the picture on the box looks good, and the instructions make sense, but then something fails to smoothly snap into its designated slot, and we're stymied.

I know that things are moving fast "out there"...the Next Generation Networking and Communications sector is a like furnace being stoked to the max. There's a ton of money being made right now, and the temptation is to buy what seems hot. I gotta admit, I've bought what was hot...some of them haven't exactly conformed to my normal criteria for purchase. How could they? Many of these companies are so new that they can't demonstrate consistant past performance. At some point, knowing the terrain becomes of nearly paramount importance.

Rambus sure seems to have taken a quantum leap in valuation this past week. I bought a little at the onset of the run, and I can't say I'm sorry. ;)


rex
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.