Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sunny who wrote (10193)	11/12/1999 4:35:00 PM
From: Bruce Brown	Respond to of 54805

Gang, we all know that some higher power has blessed us with an incredible run, so I don't even want to comment on the wealth creation we have obtained this week on paper. Enough said. Here's a little tidbit Geoff posted today on the list serve GG. Since I have consumed an entire bottle of Merlot, I won't even comment. The consumption was due to job stress, not celebration - although the two together made for an interesting day. I will say, check the bold portion and keep in mind Camino/Rambus is slated to be displayed and announced on Monday in Las Vegas by multiple OEM's. Then again, don't forget the earlier delay(s). BB ---------- Subject: RE: gorillagame Digest #502 - 11/11/99 From: "Geoffrey Moore" <geoffmoore@csssssss.com> Date: Fri, 12 Nov 1999 06:27:08 -0800 Gang, Regarding the following: I'd like to get some comments on where people think Rambus is in the High-Tech Market Development Curve. It seems to me that Early Market is probably the appropriate placement, but I'd like get other opinions. Mohr Davidow, the venture firm where I am a partner, was the lead investor in Rambus, so be careful because although I do not have a stake in its stock price (it went out before I arrived) my colleagues do and it may be coloring my view. My sense of Rambus is that it is an artificially created gorilla. That is, because Intel, a true gorilla, mandated its use, it has had the effect of gaining gorilla power and has been forced on the memory industry because, well, my dad can beat up your dad. Now, if it can get enough generations of memory in production, I think it converts to being a gorilla in its own right. We would know that the day that Intel decided to displace it and the industry said no way. That is what happened, you may recall, when IBM tired to use the PS/2 and microchannel carchtiecture to "take back" the PC standard. For now, I would call Rambus a "gorilla by proxy." As for the market, each new generation of Intel microprocessor to date has created a recurrence in the PC tornado. I think this will continue, and thus I think investors are seeing Rambus in the next tornado. There is no chasm to cross from the point of view of anyone except the memory guys. Geoff Geoffrey Moore Chairman, The Chasm Group (650) 312-ssss Venture Partner, Mohr Davidow Ventures (650) 854-ssss