Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6704)	9/20/1999 8:53:00 PM
From: chaz	Read Replies (1) of 54805

If it's a royalty game now, what is the ingredient that will cause it to become a gorilla game? I don't see a memory subsystem gorilla, unless within NTAP's software there emerges an enabling kernel that closes out all contenders. In the memory area, I see only two gorilla candidates.... SNDK and RMBS. The HP news about RMBS is highly significant, IMO. In the W&W group, we all know that RMBS has not kept pace...and I think this is absolutely a sure sign of an undervalued primate. SNDK has done what I expect we will begin seeing from RMBS as it reaches product penetration as SNDK has already attained.

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