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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (26807)6/26/2000 10:47:00 AM
From: Apollo  Read Replies (1) of 54805
 
but what, then, would you call a company who has proprietary control over an open standard in a mass market area that is not in hypergrowth?

A gorilla candidate, at least in the bowling alley.

SNDK is simply further along in the technology adoption life cycle than is Rambus. But the excitement/hype created by/for Rambus, now and for the past 2 years, is simply so much more than that created by SNDK. Part of this is due to the presumed "lock" on the market that was expected with INTEL's support for Rambus.

Apollo
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