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

To: unclewest who wrote (16280)	1/25/2000 9:31:00 AM
From: FLSTF97	Respond to of 54805

RMBS: Hitachi I think this is at best a wait and watch situation. By the time this suit is settled (unless Hitachi bites the bullet) the memory battle could be long over. There was an announcement recently that virtually all the major merchant memory manufacturers plus Intel have formed a consortium to define the next high speed, high bandwidth memory architecture (re: open, nonproprietary architecture means no gorilla game here.) I think Intel underestimated just how much the producers hate paying RMBS and is now trying to correct their mistake. BTW RMBS isn't a part of that consortium. The only thing likely to save RMBS is if the design by committee process takes too long (a real possibility, but you really have to wonder about RMBS's biggest proponent, Intel, jumping ship.) Fatboy