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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (7022)	9/26/1999 1:22:00 PM
From: gue	Read Replies (1) of 54805

I've now come to realize how dependent Intel is on Rambus. Mike, Good point. I found that this post from Tom Warren (an investment partner of Stuart Steele, who owns a percentage of RMBS - somewhere in the high single digits, I believe) provides another good explanation of how Intel depends on RMBS: Message 9907923 "Intel pursues rambus to keep the cpu the bottleneck in the system. Any premium users will pay for performance, will be paid to the keeper of the bottleneck. If Intel allows the market to segment on dram performance, then some or all of the performance premium will flow to the maker of the faster dram. In other words the optimal situation for Intel is for dram to be faster than they need in any segment and for it to be a commodity (undifferentiated)." gue P.S. Great thread! Been lurking for a while. I'd like to thank everyone for the generous contribution of their time and expertise.

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