Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: freeus who wrote (6975)	9/24/1999 7:08:00 PM
From: pala	Read Replies (1) of 54805

Thanks Freeus I've gone and RTFM, and Rambus strikes me as "Classic Early Market" with a Gorilla price valuation. I don't follow this one so maybe I'm missing something. On page 26; A key characteristic of the early market is that it is based on large deals championed by highly placed executives in the companies buying the new technology On page 27; the customer list for a early market company typically features a number of high profile companies, but frequently there are no two from the same market segment. Isn't Intel the only CPU customer? is there more than one game company? I really don't follow this one so I don't know. Every one seems to call it a Gorilla but when I RTFM it looks like it hasn't even crossed the chasm yet. Maybe someone can help me out here, if it is a Gorilla we may see a buying opportunity here. Thanks Doug

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