ALL, IT'S OFFICIAL, RMBS IS A NEW GORILLA!
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Subject: RE: gorillagame Digest #502 - 11/11/99
From: "Geoffrey Moore" <geoffmoore@csssssss.com>
Date: Fri, 12 Nov 1999 06:27:08 -0800
Gang,
Regarding the following:
My sense of Rambus is that it is an artificially created gorilla.
That is, because Intel, a true gorilla, mandated its use, it has had the
effect of gaining gorilla power and has been forced on the memory industry
because, well, my dad can beat up your dad. Now, if it can get enough
generations of memory in production, I think it converts to being a gorilla
in its own right. We would know that the day that Intel decided to displace
it and the industry said no way. That is what happened, you may recall,
when IBM tired to use the PS/2 and microchannel carchtiecture to "take back"
the PC standard. For now, I would call Rambus a "gorilla by proxy." As for
the market, each new generation of Intel microprocessor to date has created
a recurrence in the PC tornado. I think this will continue, and thus I
think investors are seeing Rambus in the next tornado. There is no chasm to
cross from the point of view of anyone except the memory guys. |
