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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (5490)8/26/1999 2:59:00 PM
From: DlphcOracl  Read Replies (2) of 54805
 
DownSouth: Thank you for posting Unclewest's comments on Rambus. This is the one stumbling block that prevented me from investing in Rambus this year; the effectiveness of its product is unquestioned, but its reliance and interdependence on Intel made it too risky for me.

With Intel's acceptance and support of Rambus' products, I think Rambus will be a moonshot over the remainder of the year. This announcement from Intel is not unlike the announcement that Q had come to terms with Ericcson regarding wireless standards earlier this year and has the same investor implications for Rambus (IMHO).
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