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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jorj X Mckie who wrote (18073)2/15/2000 10:30:00 PM
From: DownSouth  Read Replies (1) of 54805
 
Jorj, I don't understand why you see a semantics problem. RDRAM is an enabling technology and Rambus owns it. That gives them a barrier to entry to competitors. Now the question is whether RMBS can dominate the RAM market.

I am not following you. What do you mean "INTC would fit into the category"? What category? RMBS owns the technology. INTC is an investor.
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