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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1836)	5/10/1999 1:09:00 PM
From: JRH	Read Replies (3) of 54805

Chaz too: I'll go out on a limb and venture to say that RMBS has potential to be a gorilla in the high-speed RAM market. Uncle Frank, being in the semi business, what are your thoughts on RMBS? It seems to me, though I am far from an expert, that they are similar to QCOM, except that their technology hasn't been collectively made the standard. I imagine that that won't happen until INTC builds support into their chipset. Any thoughts on RMBS thread? BTW, I am proud to be the owner of QCOM shares as of this morning. Thanks for the excellent, informative posts everybody! Justin

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