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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (2526)6/9/1999 7:09:00 PM
From: mauser96  Read Replies (1) of 54805
 
Tony,I remember bringing up the issue of latency several months ago on the Rambus thread, but was met with total lack of interest. While RMBS offers no improvements in latency, neither do it's putative competitors. RDRAM exists today while most of the competition is still vaporware.
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I think RDRAM will be successful, but the main target market(expensive high powered PC) isn't growing as fast as it was,and likely isn't the wave of the future. I have a small holding, but I agree that gorilla status remains to be seen.
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