Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (5611)	8/30/1999 10:50:00 PM
From: Mike Buckley	Read Replies (5) of 54805

the most powerful of the Enabling Gorillas [Intel] is creating the Tornado for a member [Rambus] of its own value chain. I am not aware of any precedent which would allow us to to evaluate this scenario, and the manual doesn't address it. Great point, Frank. For newer participants in our folder, the same thing is going on with the relationship between Microsoft and Citrix. The difference (in my opinion) is that Citrix's product has crossed the chasm. I wouldn't be surprised, though, to see Rambus's product get to the tornado before Citrix's product does. On the other hand, if Citrix's product does get to the tornado, I think it will become more self-sufficient, mostly because it is more discontinous than Rambus's product. I don't understand technology enough to know, but my superficial impression is that Rambus's product is not particularly discontinuous. It strikes me more as a continuous innovation that happens to be by far the better mouse trap. Does anyone have thoughts about that? --Mike Buckley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next