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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: voop who wrote (5726)8/31/1999 10:17:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Voop,

Thanks for the clarification of the discontinuous nature of Rambus. You get the gold star on your forehead for the most focused discussion of Rambus insofar as its discontinuous nature is concerned.

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.

I saw that announcement. I agree with you and would add that it speaks volumes about the value chain quickly forming. Those seven Dramurai are very strong links in the chain.

--Mike Buckley
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