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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (5513)8/28/1999 11:13:00 AM
From: Apollo  Read Replies (2) of 54805
 
Jerry & Thread:

Gotta agree with you, John Stichnoth. RMBS was on a tear until a few weeks ago when INTC made a back channel comment to the press about evaluating PC133, without saying that it would or would not sanction PC133. Now we have another obtuse comment that seems to indicate that RMBS is it an only it.


Am in Bermuda at a very important conference (hee hee), and on the hotel ISP at mucho cost. Looks like Rambus is up some. My opinion, FWIW,is that it doesn't matter whether intel supports SDram133 with a chipset or not; even if they do, PC 133 SDRAM is a temporizing maneuver that delays low-end PC acceptance of Rambus, but nothing else changes. It still starts at the high end, goes to servers and laptops, and eventually migrates to low end. I don't think PC 133 changes it that much, tho' perhaps a delay.

Also, as I slowly re-read RTFM GG, I see some real parallels to Rambus as a Gorilla candidate. The question I need to answer is defining crossing the chasm.....is widespread adoption occur with announcements of future events (="tornado signals"), or insertion of the item into real products? I think the latter; therefore all announcements on Rambus indicate tornado signals of imminent tornadoes, but not the presence of a tornado.

Thoughts?????
Anyway, glad to be in Rambus.

Best to the thread,
Stan
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