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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (18015)2/15/2000 7:45:00 AM
From: Mike Buckley  Read Replies (3) of 54805
 
Fatboy,

If I understood you correctly, you're suggesting that the consortium led by Intel is such a potential obstacle to Rambus that it is an indicator that the product has not yet crossed the chasm. My point would be that competition has nothing to do with whether or not a product has crossed the chasm. It's adoption that is the indicator.

Not being a student of Rambus, I can appreciate why Stan would feel that Dell's adoption of the product is a reason to conclude that the product has crossed the chasm. If indeed you are right that the game is far from over as I suspect you are, your concern would serve investors well by highlighting the risk in buying an enabling technology stock before the tornado has formed.

--Mike Buckley
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