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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (3025)	6/23/1999 8:06:00 PM
From: Teflon	Read Replies (2) \| Respond to of 54805

Okay, okay, okay everyone, I'm starting to feel outnumbered on this one. Frankly, I'm starting to get used to it. Just a couple of quick points regarding RMBS before I defer to the masses on this issue, though I will not convert to believing RMBS is a potential Gorilla without some added meat to the pro-Gorilla perspective. My points are centered on the premise that there is actually a Tornado Market in the making for DRDRAM products: 1) Broadband is still a long way off in the making as it is still a few years off from being widely distributed to the masses. All the talk in the world will not change this fact. The pace of implementation in this arena is slow, though the pace of deal making has been fast and furious. 2) Most people are yet undecided as to how much technology they want in their lives as demonstrated by the craze over sub $800 computers and the lackluster sales of 550MHz pentium IIIs. There needs to be a substantial uptick in the growth rate of this market for DRDRAM to take off. 3) There is a limit to how many applications individuals want to run simultaneously, regardless of how many technology allows them to. Most people I talk to despise having more than two or three applications running at one time. 4) The Home Gaming Market (Playstations) is a real market for DRDRAM, but this market is insufficient to carry the load for getting a Tornado off the ground. And I submit that RMBS does not have the connection with the consumer that a INTC or MSFT has always enjoyed. A "RMBS INSIDE" campaign would have little meaning and effect. There needs to be a larger meaning to RMBS's place in the Market to provide "significant costs to entry" against potential competitors. Just a few of my thoughts. Teflon