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To: Mike Buckley who wrote (5722)	8/31/1999 9:53:00 PM
From: Percival 917	Respond to of 54805

Hi Merlin, Awhile back you posted a response to the RMBS debate where you mentioned you held Citrix and that it was not in a tornado yet but you felt that it might be a stronger one possibly than RMBS (if memory serves me correctly). Can you tell which post it is? Thanks, Joel

To: Mike Buckley who wrote (5722)	8/31/1999 10:03:00 PM
From: voop	Read Replies (2) \| Respond to of 54805

If I understand, RMBS requires different chips sets, different microchips, different motherboards, different testing equipment and a different pricing structure in being a fabless royalty hog that does not manufacturer anything and need no sales force once the license is acquired IN fact seven DRAM manufacturers, the seven Dramurai are getting together to try to lower their testing costs which will not effect RMBS royalties, a testament to their imminent chasm/bowling pin/ tornado and the discontinuity of their innovation. 127.0.0.1:3456/SI/~wsapi/investor/reply?s=Magee+subject14988&sreply=11121370

To: Mike Buckley who wrote (5722)	8/31/1999 10:55:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Makes sense, Mike. Current RAM technologies have reached their limit in transfer speed (to the CPU). Thus, applications requiring greater speed (video, voice recognition, games) are at their limit, regardless of CPU power. Those applications are being built today that will require Rambus in order to get the performance expected by the end user. I believe that qualifies for discontinuous innovation just as new disk drive designs (3 1/2" versus 5 1/4") were discontinuous. Am I on track here?