Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (34398)	11/6/2000 3:42:14 PM
From: tinkershaw	Read Replies (1) of 54805

Kingston will spend $75 million to promote Rambus memory An awful lot of people spending an awful lot of money to make sure Rambus gets paid its 100% gross margins. Hmmmm, sounds a lot like grabbing the highest portion of the value-chain, leaving the scraps for the value chain, and having an industry that hates you support you out of their own self-interest. End game seems to be nearing. The lawsuits seem the last barrier in the road; detailed discussion of this legal situation had on the Fool Rambus board this weekend. In sum, from what we know, DDR is not at issue (except in the antitrust suits which seem very weak) and the JEDEC argument itself is based on cases that are easily distinquishable from the RMBS situation. No legal case is certain, but the case for RMBS seems stronger than the case for the DRAMs Tinker

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