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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (42751)	5/17/2001 5:04:05 PM
From: Ali Chen	Read Replies (1) of 54805

"if you believe (as I do) that RMBS has a solid monopoly position in the P4 value chain" Recent remarks about Rambus made by Barrett, and the fact that Intel is preparing the Brookdale SDRAM chipset do not completely support this theory. After Brookdale launch the DRDRAM may be relegated to demo platforms only, with no significant volume. "but remember that RDRAM impressed & scared the cartel long before INTC came into the picture" True, but not by technical merits but rather by their totally-fabless "business" model.

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