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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 6:48:00 PM
From: Jean M. Gauthier	Read Replies (2) of 54805

Very Good Mike...... I think you understand RamBus perfectly.... It is vulnerable IF Intel uses them for the next generation of Ram but drops them for another better mousetrap later... Citrix is not the same, as they are a OS lock-in type software, that will be continually updated but will keep it's clients, unless something really bad happens to Cotrix MetaFRame/Winframe.. Both Citrix and Rambus are NOT gorillas, they are KIngs for a time, with Citrix the much more powerful one.... Clients with Citrix deployed will think twice before replacing with a better mousetrap... Citrix is just in danger is MSFT turns on them, and leapfrogs them technologically.. Rambus ? .. They die the minute Intel finds another RAM technology lab/standard... JMHO as always... Take care Jean

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