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

To: tekboy who wrote (26807)	6/26/2000 10:47:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

but what, then, would you call a company who has proprietary control over an open standard in a mass market area that is not in hypergrowth? A gorilla candidate, at least in the bowling alley. SNDK is simply further along in the technology adoption life cycle than is Rambus. But the excitement/hype created by/for Rambus, now and for the past 2 years, is simply so much more than that created by SNDK. Part of this is due to the presumed "lock" on the market that was expected with INTEL's support for Rambus. Apollo

To: tekboy who wrote (26807)	6/26/2000 11:24:00 AM
From: Mike Buckley	Respond to of 54805

but what, then, would you call a company who has proprietary control over an open standard in a mass market area that is not in hypergrowth? Surely it's a company of interest, no? Yes, it should generate strong enough interest to keep a watchful eye on. I'd call it a gorilla wannabe. Until a tornado forms, the competitive arena is a gorilla game made up only of chimps. Even after the tornado forms, it's possible that there will be no gorilla. This especially critical to remember in the case of enabling technologies. That's because providers of enabling technologies are so powerful it's more likely that one will get knocked out of the box prior to the start of the tornado. Each enabling technology has more power over its competitors than apps technologies. Hence, the reason for waiting until the tornado forms to buy into the enablers. --Mike Buckley