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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ratan lal who wrote (26900)	6/27/2000 1:30:00 PM
From: Mike Buckley	Read Replies (2) of 54805

ratan, I could be very wrong, but I don't see any less focus now than before. I do believe that many people tried to second-guess the next tornado, the next enabling gorilla a wee bit too soon, but I also believe they knew they were doing that at the time and were willing to accept the consequential risk of doing so. If there is a point of confusion, it is with Rambus. That's because from nowhere in left field came a patent for a product years old. If there is a lesson to be learned, it would be that to do our due diligence 100% we would have had to search all the patent applications and understand them. The reason you won't find me searching them is because there's not a chance that I'd understand them. So I leave that up to you to do and tell us about them. :) Seriously, my point is that the situation about Rambus's SDRAM patent wasn't due to a lack of focus. It was because there was a needle in a haystack and none of us were using the tiny pitchforks to find it. And now that we know about it, people are focusing on what the size of the markets are and the potential revenue streams. I label that process as having lots of focus. Just my opinion. --Mike Buckley

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