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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sunny who wrote (5872)9/2/1999 6:40:00 PM
From: MulhollandDrive  Read Replies (1) of 54805
 
Sunny,

That's a very good point. I think it really speaks to the "discontinuous innovation" nature of the RMBS architecture. INTC has over 80% of the chip market. They would have difficulty with the SEC if they establish a new chip format using RMBS, then acquired them. Remember, RMBS is an IP company and they will get a royalty on each RMBS chip. Imagine INTC trying to pull that off.

bp
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