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

To: Uncle Frank who wrote (7254)	9/30/1999 12:27:00 PM
From: FLSTF97	Read Replies (1) \| Respond to of 54805

And another thing on RAMBUS... This person Carl (a.k.a Bilow) seems to me to be very well informed on the technical end of chip architecture. In this link he presents the potential (discontinuous? In my mind more evolutionary) technology that could supplant RAMBUS Message 11403387 One of the things limiting MCM's has been power dissipation within the module. A confluence of two trends (lower operating voltage and copper metal lines) will ameliorate that problem. His stated timeline may be a bit aggressive. Also I'm not familiar with the RAMBUS patents so I do not know if their advantage is really limited to PCB busses.

To: Uncle Frank who wrote (7254)	9/30/1999 12:55:00 PM
From: Eric L	Respond to of 54805

Frank: Gorillas in "global networking market" (includes some OLD Gorillas)! "Cisco Remains in the Top Position in Technology Business Research, Inc. 2Q99 NBQ Ranking; Consolidation and Strategic Alliances Driving a New Industry Structure". From an interesting post at: 127.0.0.1:3456/SI/download.pl?URL=reply-11407707 This is what I like about the methodology employed by the newsletter (published in my old home town) referenced in the post: "benchmarking methodology ranks the leading global networking vendors on a comparative basis every quarter, based on effective implementation of product strategy, marketing strategy, manufacturing strategy, and business model" - Eric (Other) -

To: Uncle Frank who wrote (7254)	9/30/1999 2:10:00 PM
From: DownSouth	Respond to of 54805

This should be worth a couple of points for GMST: 127.0.0.1:3456/SI/download.pl?URL=reply-11408217