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

To: Jean M. Gauthier who wrote (7235)	9/30/1999 12:12:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Jean, Does a gorilla get savaged in the market so much because another company(intel) decides to delay a product intro ? Let's harken back to the days that IBM adopted DOS for the operating system in all of its PCs. If IBM had delayed the introduction of the PCs, would you also have said that it was an indication that Microsoft could not possibly become a gorilla? --Mike Buckley

To: Jean M. Gauthier who wrote (7235)	9/30/1999 1:51:00 AM
From: chaz	Read Replies (3) \| Respond to of 54805

Jean, I don't think there are enough examples of denied gorillahood to decide. What you seem to be suggesting is that Rambus cannot become a gorilla because Intel already is, and that Rambus as part of the Intel value chain, is to be forever denied. Not the case. By Uncle West's measure, 65% of the Rambus revenue is non-Intel, and it's growing, other partners are dedicated to RDRAM. Intel would grow the revenue faster to be sure. It's not quite on your point, but we have to keep in mind that, as far as we know now, the glitch is at Intel's house, and that it means revenue deferral, not revenue elimination. If a competitive product was running neck-and-neck against RMBS and a delay like this came up, it would be very serious. But there's not a competitor. RMBS still has next generation memory to itself.