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

To: Mike Buckley who wrote (6020)	9/6/1999 7:37:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Merlin: From what I've seen here in the folder about Rambus, they seem to be in a gorilla game and are a potential gorilla in their space. However, it's a unique situation as Frank and I fairly regularly point out that their gorilla game is subject entirely at the moment to Intel's whims. Tony just expressed that others are in control too. That's exactly what the gorilla game theory is all about, that until a product crossed the chasm and enters the bowling alley, the investor takes on a LOT more risk. There's more reward if it pans out, and it should be so because there certainly is more risk. Agreed. Rambus has not crossed the chasm. It is a riskier play, for sure. Sony supposedly announces formally their Playstation II later this month. Purportedly, it is 100% guaranteed to be Rambus dependent. Their appears to be NO OTHER SUBSTITUTE memory for this. Nintendo currently uses Rambus, and their next gen gamer specs look like Sony's, and would appear to be based on Rambus. Formal announcement by Nintendo, the very first end-user of Rambus designed memory, is expected. Release of Sony's Playstation II, because of Sony's > 40% market share will signal both a chasm crossed and entry into the bowling alley; addition of Nintendo's Dolphin will signal dominance of that bowling alley niche. Stan