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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: rel4490 who wrote (26830)6/26/2000 5:48:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
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.

I agree. I'd like to see more manufacturers fall in line with Toshiba and Hitachi before declaring Rambus the gorilla. Just my conservative approach.

--Mike Buckley
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