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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (2895)6/21/1999 4:26:00 PM
From: JRH  Read Replies (1) of 54805
 
Rambus shares some qualities of Qcom...has the patents on a new technology standard, with much of industry expected to use that standard. An infant Gorilla in the making???

We are watching and waiting on RMBS right now. According to some of our semi "experts" on the thread, there might be some potential challengers in the high speed RAM industry. And although they have many similar characteristics as QCOM, RMBS technology is not discontinuous like CDMA is (at least, that is how I understand it). Therefore, that would keep them from becoming a full blown gorilla. But a King is not necessarily a bad thing!

Justin
W&W portfolio is here -> techstocks.com
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