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

To: Jorj X Mckie who wrote (18073)2/15/2000 10:30:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Jorj, I don't understand why you see a semantics problem. RDRAM is an enabling technology and Rambus owns it. That gives them a barrier to entry to competitors. Now the question is whether RMBS can dominate the RAM market.

I am not following you. What do you mean "INTC would fit into the category"? What category? RMBS owns the technology. INTC is an investor.



To: Jorj X Mckie who wrote (18073)2/15/2000 11:02:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Jori,

"enabling technology" ... (UF and I might have to work out the semantics on that one)

With no disrespect intended for either of you, I'll defer to Moore's semantics on that one. :)

--Mike Buckley


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