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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (18064)2/15/2000 9:39:00 PM
From: Jorj X Mckie  Read Replies (2) of 54805
 
Uncle Frank,
I am sure that this has been discussed on this thread already, and I have only recently bookmarked the G&K thread and it would be difficult for me to find it at this point, but is RMBS really a gorilla candidate? Is there a real expectation that they can control the direction of the DRAM market and become a de facto standard? I also have a difficult time envisioning DRAM as a tornado technology that is a feedback loop where DRAM benefits beget DRAM demand which begets more DRAM benefits which begets more DRAM demand, etc....

Help me see the light as to why RMBS is a gorilla candidate, it looks more like an enabling technology to me, but I admit that I may be looking at this simplistically.
JXM
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