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

To: Teflon who wrote (6063)	9/7/1999 12:59:00 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

Rambus should fit well into that - one would certainly assume anyway. Being new on the thread and not having read the first several thousand posts, I wanted to address any thoughts on Oracle. I haven't heard anyone mention it over the past few weeks and wondered what the general feeling is about Oracle. It's obviously on the G&K portfolio and my assumption has always been that it was indeed one of the four Gorillas of the 90's. I'm sure happy to finally see the stock moving, but wanted thoughts from the group as to what the consensus has become on Oracle for the future with economies improving overseas. BB

To: Teflon who wrote (6063)	9/7/1999 2:35:00 PM
From: Apollo	Respond to of 54805

Teflon: Stan, any thoughts on how RMBS would fit into this: related to joint MSFT/INTC effort at video game console could potentially fit well for 2 reasons: 1. Intel is a natural partner with Rambus, and is designing new chips around Rambus memory; rambus memory is the most capable at handling video capacity; 2. The Nintendo Dolphin & Sony Playstation II are very high end and will use DRDRAM; would think future competitors would need the highest end parts (eg, DRDRAM) to compete with Sony on video quality. Apollo