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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (76)	11/29/1999 5:23:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 22706

>> Rambus: What is their status on the "candidates" list? Have they made enough missteps that they should be removed from it? Can they possibly beocme a royalty gorilla? I wouldn't put a dime in them. They don't control their own fate, and Intel blinked when they confronted the memory cartel. There is no such thing as a Royalty Gorilla. >> Intel: Are their days numbered as a gorilla, with today's announcement by AMD of a 750 Mhz chip? Intel is an Enabling Gorilla who is now rambling down Main Street. Nothing but a discontinuous innovation can threaten them. AMD is Intel's Monkey, and can be thwarted by Intel by any number of Gorilla tactics. >> Zi Corp. Is it a possible gorilla? Not even close. They're a Shiny Pebble. I don't even know if I'd characterize them as a technology company. In the end, if their approach is viable, China will steal it anyway. Have you rtfm? cf