Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Dave B who wrote (28304)	8/31/1999 9:50:00 PM
From: Apollo	Read Replies (1) of 93625

To Dave B, Scumbria, Tench, and other techies..... I hail from the Gorillas & Kings thread, where I and others have argued that Rambus is potential Gorilla candidate, based on definitions found in the manual, The Gorilla Game by Geoffrey Moore and colleagues. I have argued its technology is discontinuous, ie that it is revolutionary rather than evolutionary. My esteemed threadmate, Mike Buckley wonders differently. Could I invite the techies to drop by and speak to this from a tech. position? Message 11123715 I am not a techie, but DRDRAM would seem to be discontinuous in that it scales way up, as compared to SDRAM, Stan >>>A much more highly scalable product is not necessarily discontinuous. Remember that the discontinuous innovation requires that the customers "adopt new technologies and put in place new infrastructures that" were previously incompatible. In that context, what is discontinous about Rambus?<<<< Mike Buckley

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