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

To: Uncle Frank who wrote (18064)	2/15/2000 9:39:00 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 54805

Uncle Frank, I am sure that this has been discussed on this thread already, and I have only recently bookmarked the G&K thread and it would be difficult for me to find it at this point, but is RMBS really a gorilla candidate? Is there a real expectation that they can control the direction of the DRAM market and become a de facto standard? I also have a difficult time envisioning DRAM as a tornado technology that is a feedback loop where DRAM benefits beget DRAM demand which begets more DRAM benefits which begets more DRAM demand, etc.... Help me see the light as to why RMBS is a gorilla candidate, it looks more like an enabling technology to me, but I admit that I may be looking at this simplistically. JXM

To: Uncle Frank who wrote (18064)	2/15/2000 9:56:00 PM
From: DownSouth	Respond to of 54805

Acutally, I meant Sept 99. UW used to call it "Rambus Christmas", but don't tell him I said that. Your words of caution were "right on" last year regarding RMBS.

To: Uncle Frank who wrote (18064)	2/15/2000 10:14:00 PM
From: chaz	Respond to of 54805

Frank, I don't get into this much, but I think RMBS is there right now...in the tornado, that is. Clearly, we are seeing acceptance of the product with just the few announcements of the past several days...and I submit that it's front-line acceptance, not obscure little wins here and there. I agree with DS on the point as well, that we were premature on calling the Chasm, and with other posters who submit that it is discontinuous. You may need more pointers than this, but I've seen what I need, and bought in this morning with a half-step, the other foot first thing tomorrow. Prosperous investing, Frank! :)) Chaz