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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (5722)8/31/1999 10:03:00 PM
From: voop  Read Replies (2) of 54805
 
If I understand, RMBS requires different chips sets, different microchips, different motherboards, different testing equipment and a different pricing structure in being a fabless royalty hog that does not manufacturer anything and need no sales force once the license is acquired

IN fact seven DRAM manufacturers, the seven Dramurai are getting together to try to lower their testing costs which will not effect RMBS royalties, a testament to their imminent chasm/bowling pin/ tornado and the discontinuity of their innovation.

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