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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (5300)	8/25/1999 12:11:00 PM
From: Apollo	Read Replies (2) of 54805

Uncle Franq: I wish you success with your Rambus play. I have two perceptions that make me shy away from it: * I am very familiar with the semiconductor business model, having worked in the field for over 30 years, and feel the capital costs are excessive in the world of >$2B fabs. * I feel Rambus is a Construct Gorilla, dependent on an artificial Tornado that Intel is trying to create. I am sure you know that Rambus is "fabless", because it licenses its memory design to the memory manufacturers and reaps royalities from them. The margins at Rambus should be fairly high because of low overhead. Perhaps your "shyness" is concern over the memory manufacturers reluctance to re-tool their fab plants to make Rambus chips. This is thought to be an eventuality, since Rambus memory (DRDRAM) is the only one available today that has the ability to be scaled upwards with future needs. Stan

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