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

To: Uncle Frank who wrote (5616)8/30/1999 2:26:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 54805
 
>>But,
in the meantime, the large Asian memory manufacturers are rushing to develop
other memory architecture approaches that will not require big royalty payments to
Rambus.<<

You honestly believe that companies like Vias (assuming that's the large memory manufacturer you're referring to) will dislodge INTC? I don't thing that Vias would even qualify as a "chimp" yet.

bp



To: Uncle Frank who wrote (5616)8/30/1999 2:42:00 PM
From: Jill  Respond to of 54805
 
To all: I'm really appreciating and following closely our discussion here on RMBS. Jill



To: Uncle Frank who wrote (5616)8/30/1999 3:13:00 PM
From: Glenda King  Respond to of 54805
 
Uncle,

"I'm not an expert in this area, Glenda "

You've probable forgotten more than I will ever know on this
subject.Just trying to look at the "big picture."

Speaking of the "big picture" ....in my mind's eye...I can just
see you in that Japanese bathhouse. I'm still laughing!

Glenda



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