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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (39077)	2/7/2001 8:11:14 PM
From: tinkershaw	Read Replies (1) of 54805

RMBS may be the Tollbooth-apparent of the dominant memory standard of today (SDRAM), and of tomorrow (DDR-DRAM & RDRAM). or not: siliconstrategies.com ardethan@beatchatoit.NET Aredethan have you so quickly forgotten the rule in the Manual regarding discontinuous innovations and gorillas. Prototypes which are specifically labeled the "post-Rambus era" solution don't really count as news. Good to keep up on but irrelevant to the investment. As for RMBS, its business is doing great. It is gaining market share left and right in more and more products. Really, like with QCOM in 1999 it is the dang litigation. The dang litigation. Tinker

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