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


To: Sunny who wrote (5879)9/2/1999 6:59:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 54805
 
Sunny,

INTC has, imo, unique concerns due to it's perceived monopolistic position. And I re-iterate that switching from SDRAM to RDRAM is a discontinuous innovation, despite the skepticism on this thread. If INTC was to "own" the standard considering their market position, it would potentially bring up anti-trust issues, imo. They really don't need to "own it" to profit from it.

bp