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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (7056)9/25/1999 9:27:00 PM
From: Glenda King  Read Replies (2) of 54805
 
Hi Mike,

Happy to report that I finally received the revised FM. Would
like to send along the authors statement regarding Rambus...pg.
135:

"In 1998, for example, a company called Rambus took on a gorilla position in the emerging market for next-generation memories."

Just a nice confirmation of how I look at Rambus. My opinion has
not changed one iota...Rambus is a gorilla. Over the next few months my game plan is to take full advantage of all the FUD...

Best regards,

Glenda
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