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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (466)	2/25/1999 2:29:00 PM
From: DownSouth	Read Replies (1) of 54805

Asian memory makers wouldn't care to be under the control of Rambus, and are developing alternatives Unc, I am no expert either, but in following the stock closely, the scenario seems to be that even the Asians are preparing to manufacture RDRAM. INTC's commitment to the architecture is compelling. Also, there is no competing architecture with the performance of RMBS. Delivery of the Camino chip set to support RMBS on PIII in September is the last ingredient. I believe you and I had a dialog about RMBS a few months ago and your opinion has not changed since. Perhaps you are not interested, but those that are may wish to lurk on the RMBS thread. It is a good thread.

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