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

To: Uncle Frank who wrote (27182)	7/2/2000 5:11:27 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Frank, Don't know if this had been posted (found it on the Rambus thread...). In fact, with SI the way it's been for the past few days I've not sure what I've read... Anyway, here it is: Geoffrey Moore posted a message on the GG listserve today in which he discussed the parallels between RMBS today and QCOM last year. Here's a snippet: ...parallels between market reaction and adoption of Qualcomm and Rambus. In both cases the companies showed up with blocking patents in key technologies. In both cases the industry required to license these patents has done everything it possibly could to wriggle off the hook. In neither case do they appear to have succeeded. I just saw a squib yesterday that Intel shut down its "bridge" chip operation, after losing $250M on it--this was to be a substitute technology for Rambus. Now RDRAM is the only supported solution in the architecture plan, I believe. This would appear to solidify their gorilla anchor. He went on to address the issue of "gorilla adjacency power," which he defines as "the ability of a gorilla to muscle into adjacent markets." The question now is, will a value chain consolidate around Rambus technology for other memory applications (aside from PCs)? From his comments, it sounds to me as if Moore believes the game is already over as far as PC memory is concerned, and although he didn't state it flat-out, it sounds like he's calling Rambus a bona fide gorilla at this time. It's interesting to me that he seems to be making the call much earlier for Rambus than he did for Qualcomm. messages.yahoo.com. Dr. Id p.s. SI has been so screwed up for the past several days that the only posts I was able to make have been under the alias of SXB! :-)

To: Uncle Frank who wrote (27182)	7/3/2000 12:14:51 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

>> Revenue and earnings growth will reflect his success or failure in executing SanDisk's business plan and vision. Well said, Ausdauer. Make that a ditto for Qualcomm. Ahem. Wasn't it one of the key characteristics of gorilladom that--as opposed to mere kingship--perfect execution was less than critical to the company's fortunes, thanks to the lock it possessed and the workings of the value chain to reinforce the pongid's position? tekboy/Ares@grumpyyoungman.com