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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (33403)10/21/2000 8:26:22 PM
From: dwayanu   of 54805
 
Apollo: In light of Barrett's statements about Rambus being a mistake for Intel, would you consider Rambus a high return/risk ratio?

A couple of easy interpretations of Barrett's statement:

a. Intel in its gorilla position is long accustomed to skimming the cream of the PC value chain margin, and Barrett is expressing frustration at losing some of that cream. RFM pg 82-83 and elsewhere.

b. Barrett's statements are simply FUD like Erickson/Nokia against Qualcomm at various times, presumably in this case an attempt to gain by threat some advantage in royalty negotiations with Rambus.

Neither interpretation affects the Rambus risk/reward picture much, rather just business as usual. Risk/reward is still high short term (stock price driven by news, FUD, and momentum a la QCOM a year ago), IMO, and 3-5 yr long term Rambus tech will certainly be replaced by something else, in contrast to QCOM CDMA.

- Dway
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