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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (6985)	9/24/1999 9:16:00 PM
From: freeus	Read Replies (2) of 54805

No one is ever pesky...asking questions is what its all about re why do you say the cloud is on Rambus and not elsewhere? From what I'm gathering, this is little more than a time to market delay I'm not sure if you are saying this is "little more than a time to market delay" or "this is a little more than a time to market delay". And perhaps the cloud is over other companies too: I know that they have depended heavily on Rambus...I suppose I was assuming that someone else would step in and have a product, somewhat inferior but at least working..that Intel could use and the computer makers could fill in with. I may be wrong there. But if Rambus loses credibility because of huge problems that it didnt work out ahead of time, before it is even a true gorilla, that seems like a huge chasm to cross. Anyone else? I'm not a Rambus expert: I have been watching it for some time because I know that many people believe it to be a mammoth company in the making: it is tremendously volatile, more so even than many of these other techs. Such volatility must be deserved. Have they made errors like this before? Freeeus

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