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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (42051)	4/22/2001 11:26:31 AM
From: Apollo	Read Replies (1) of 54805

Rambus...a few added thoughts. But I do not think that RMBS is a Gorilla in the making. From my perspective, RMBS has a very profitable position in an open proprietary architecture, but they don't have control over it (even though they invented it!). Rambus controls the RDRAM architecture. Perpetuating it in the marketplace with a series of sustained innovations, should continue to extend the CAP for some time. Similar, in a way, to Windows 3.0, followed by Win 3.1, Win 95, Win 98, Win98se, and Win Millenium. Win XP will represent a discontinous innovation, as I understand it. I would hope that Rambus would be able to follow a similar path. Apollo

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