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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: rel4490 who wrote (26830)6/26/2000 5:06:00 PM
From: DownSouth  Read Replies (2) of 54805
 
One of the objections we have heard from the RMBS bears is that no one wanted to pay RMBS a royalty to manufacture RDRAM, so they would work hard to make DDR and other technologies successful.

Well...could be that that objection has gone away. They may have to pay RMBS no matter what RAM they manufacture.
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