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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (34418)	11/13/1999 11:46:00 AM
From: D.B. Cooper	Read Replies (3) \| Respond to of 93625

you beat me great news don

To: richard surckla who wrote (34418)	11/13/1999 10:59:00 PM
From: jhg_in_kc	Respond to of 93625

ALL, IT'S OFFICIAL, RMBS IS A NEW GORILLA! ---------- 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: 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.