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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (6063)9/7/1999 2:35:00 PM
From: Apollo   of 54805
 
Teflon:

Stan, any thoughts on how RMBS would fit into this:
related to joint MSFT/INTC effort at video game console

could potentially fit well for 2 reasons:
1. Intel is a natural partner with Rambus, and is designing new chips around Rambus memory; rambus memory is the most capable at handling video capacity;
2. The Nintendo Dolphin & Sony Playstation II are very high end and will use DRDRAM; would think future competitors would need the highest end parts (eg, DRDRAM) to compete with Sony on video quality.

Apollo
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