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

To: Teflon who wrote (3026)	6/23/1999 10:19:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Teflon, 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. There is a big difference at times between the outspoken masses and the total masses. If I had to declare a winner in this debate, I'd have to agree with you that Rambus is not a gorilla. --Mike Buckley

To: Teflon who wrote (3026)	6/24/1999 11:40:00 AM
From: MulhollandDrive	Respond to of 54805

>>There needs to be a larger meaning to RMBS's place in the Market to provide "significant costs to entry" against potential competitors.<< Teflon, I'm not sure I understand your point here. One of the biggest "objections" to RMBS has been the cost of conversion by the DRAM manufacturers. Once the majority of manufacturers have reconfigured with RMBS testing equipment, the potential competitors basically have to come up with a different discontinuous innovation to derail Rambus. Of course there is always that possibility, but until a new competing technology appears on the horizon, RMBS does, IMO, appear to have the enabling technology to achieve gorilla status. As Moore states, "The Obstacle is Complexity, the Relief is an Enabler. bp