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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 (7251)	9/30/1999 1:58:00 PM
From: Dr. Id	Respond to of 54805

Still do not like Rambus though, as other alternatives could bypass it, and then where would they be ? They would be in big trouble. However, the problem with this argument is that there are no other alternatives in the works that are even close to Rambus's technology. Q could also be in trouble if other alternatives arose to bypass it. You could say this about any potential Gorilla in the early stages. This delay in Rambus is a buying opportunity (imho). Jeff