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

To: Apollo who wrote (5592)8/30/1999 6:02:00 AM
From: DownSouth  Respond to of 54805
 
Stan, wrt RMBS and the chasm, I was oversimplifying when I only mentioned Dell. Of course, Dell has already fully commited itself to Rambus Inside. So have other boxmakers. When they begin shipping RMBS computers, full scale adoption will occur very rapidly. You have seen the 50% predictions which range from late this year into late next year.



To: Apollo who wrote (5592)8/30/1999 8:41:00 AM
From: Len  Read Replies (1) | Respond to of 54805
 
Stan,
As I understand the terminology the Chasm will be crossed when Rambus gets a toehold with one or more targeted markets or customers-- one bowling pin at a time. When they get to 50% of the market they are in a raging tornado.
Please correct me if I have it wrong.

I need some capital so I can buy into Rambus!!???>>

Len


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