Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (27182)	7/2/2000 5:11:27 AM
From: Dr. Id	Read Replies (1) of 54805

Frank, Don't know if this had been posted (found it on the Rambus thread...). In fact, with SI the way it's been for the past few days I've not sure what I've read... Anyway, here it is: Geoffrey Moore posted a message on the GG listserve today in which he discussed the parallels between RMBS today and QCOM last year. Here's a snippet: ...parallels between market reaction and adoption of Qualcomm and Rambus. In both cases the companies showed up with blocking patents in key technologies. In both cases the industry required to license these patents has done everything it possibly could to wriggle off the hook. In neither case do they appear to have succeeded. I just saw a squib yesterday that Intel shut down its "bridge" chip operation, after losing $250M on it--this was to be a substitute technology for Rambus. Now RDRAM is the only supported solution in the architecture plan, I believe. This would appear to solidify their gorilla anchor. He went on to address the issue of "gorilla adjacency power," which he defines as "the ability of a gorilla to muscle into adjacent markets." The question now is, will a value chain consolidate around Rambus technology for other memory applications (aside from PCs)? From his comments, it sounds to me as if Moore believes the game is already over as far as PC memory is concerned, and although he didn't state it flat-out, it sounds like he's calling Rambus a bona fide gorilla at this time. It's interesting to me that he seems to be making the call much earlier for Rambus than he did for Qualcomm. messages.yahoo.com. Dr. Id p.s. SI has been so screwed up for the past several days that the only posts I was able to make have been under the alias of SXB! :-)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next