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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sunny who wrote (7373)10/3/1999 10:51:00 AM
From: Uncle Frank  Read Replies (3) of 54805
 
>> I think that RMBS is in the bowling alley. There are products on shelves (Game consoles) from major players that indicate there is product adoption and rapid growth in the future.

Good morning, Sunny. I'm out of town, and don't have the fm with me, but mightn't Rambus's current users fall under the category of pre-chasm early adopters? Personally I thought that Dell's announcement that they would use rdram in their server line as the first indication that chasm crossing was near.

A fine Sunday to all and GO NINERS!!!
uf
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