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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (26802)6/26/2000 5:03:00 PM
From: rel4490  Read Replies (3) of 54805
 
"As far as Rambus is concerned, there is no such thing as a
retrospective gorilla status in a non-tornadoing area because without a tornado there is no gorilla status of any kind. Remember, I'm a by-the-book kind of guy. :) "

Actually, I think TekBoy is correct. The SDRAM market has already tornedoed. If the settlements with the DRAM manufacturers continue,RMBS will have become a retrospective gorilla on Main Street with respect to SDRAM by virtue of its unexpected IPR in the SDRAM market. If it can then leverage its Main Street gorilla status to the next generation of memory, which looks very likely based on the recent settlements, we will have a new gorilla game.
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