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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. ;)

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