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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (5644)8/31/1999 7:31:00 AM
From: Apollo  Read Replies (2) of 54805
 
Mike:

Appreciate your comments re: Rambus, & chasm crossed.

The expression "widespread adoption" is what Moore used to define chasm crossed in a San Jose Mercury interview earlier this summer. If by your view, the chasm is crossed with Rambus memory in niche markets, then the chasm will be crossed by the end of this year, with DRDRAM in Sony Playstation IIs and in Dell workstations, high-end PCs.

I am not a techie, but DRDRAM would seem to be discontinuous in that it scales way up, as compared to SDRAM, which is thought to be at the end of its technical abilities.

Stan

PS: am trying hard to stay up with discussion of Leaps, etc; thanx to Greg Moore and the others for spending time on this to educate the thread
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