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

To: Dr. Id who wrote (17764)	2/11/2000 10:23:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Jeff, appreciate your posts on Rambus... Rambus has been off my radar screen. When I read that news item about the possible future of Williamette, the commitment of Athlon to DDR, and the proven history that Intel will blink when it must, I can only conclude that it is too early to get excited about Rambus. As I said a long time ago, I think even if Rambus does eventually come to dominate the market, the slope of the "ramp up" curve will now be more gradual, the build up in increasing revenues more slow. I think there may be other fields to get better, greater returns. But I'm open-minded. JMHO stan