Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (1854)	5/10/1999 6:46:00 PM
From: gdichaz	Read Replies (1) of 54805

To JRH: Justin. Again thanks. Mike Buckley has made an excellent comparison of why Citrix and Rambus are similar in their limited "gorilla-ness" since both are dependent on gorillas themselves, MSFT and INTC respectively. Very very interesting from an analytical perspective. Neither are parasites exactly but are a little like the fish that hang onto the shark even though both have very strong potential in their fields. Mike speaks best for himself of course and no doubt will. I have been a long time Citrix holder - the thin client half of the thin client fat server paradigm - Sun Micro being the fat server (keeping Citrix in large part thanks to Mike's reassurances that MSFT will not swallow CTXS - at least not for a bit) but have thought it best to wait re RMBS until Intel does the necessary. Chaz too

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