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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (9219)	10/22/2000 10:30:44 AM
From: Voltaire	Respond to of 65232

To: mishedlo who wrote (58442) From: mishedlo Sunday, Oct 22, 2000 9:38 AM ET Reply # of 58446 Samsung moves up to position #4 An interesting post from Tinker on the Fool Please note who the top 4 semiconductor producers in the world are: usa.samsungsemi.com Also, try to guess what they all have in common. This is almost too good. I and others have sported the theory since late last year that the entire controvery and resistance to Rambus is coming from the lesser players in the market, AMD, VIA, Micron and all the smaller fabs. The biggest and best players are all for changing to an RDRAM architecture because they are better equipped to do so and will gain a competitive advantage. This is also what is known in Gorilla Gaming parlance as changing the architecture once your competitors gain ground. INTC is doing this, Samsung is stating yippee! and the lesser players are stating by their deeds "whoa, wait a minute. It took us five years to catch up to you and learn how to use SDRAM as well as you do, you can't go changing to RDRAM now." To understand all this FUD this is the important issue. It is not about 2% royalties, it is about the lesser players knowing that they are at a competitive disadvantage with this change in architecture. I was taken back when I saw who the top players are and how this evidence supports the Gorilla Gaming thesis and many of the theories we have sported around for the past year. Tinker