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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (36327)	1/29/2001 10:28:24 PM
From: Dan3	Read Replies (2) of 54805

Re: Gorillas control the industry architecture; Monkeys mimic the Gorilla. Intersting post. But there is a problem with your analysis. Of all the future chipsets that have been announced and will be available over the next few years only one is for Rambus, and that chipset was committed to over a year ago - there are just about no new chipsets coming for Rambus, even from Intel, and without Rambus chipsets that support the processors coming out during the next few years, RDRAM will soon be gone. The best chipset listing I know of is here. Announced future chipsets are easy to find, they are in bright green typeface. Note that the no longer future 850 chipset is still in green type. users.erols.com So the new standard is clearly the one set by AMD/Micron. By your reasoning, Intel has lost its gorilla status. Intel's most recent chipset announcements have been for DDR - the Intel monkey mimicking the the AMD gorilla? Because that's the point you've just demonstrated. Regards, Dan

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