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

To: mauser96 who wrote (34398)	11/6/2000 11:58:22 AM
From: Percival 917	Respond to of 54805

Thanks Lucius, As I am in the market for a new computer, I have been considering waiting for the P4. I have been looking at Dell's upper end which are P3's with RDRAM. Appreciate the info and the link. Later, Joel

To: mauser96 who wrote (34398)	11/6/2000 3:42:14 PM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

Kingston will spend $75 million to promote Rambus memory An awful lot of people spending an awful lot of money to make sure Rambus gets paid its 100% gross margins. Hmmmm, sounds a lot like grabbing the highest portion of the value-chain, leaving the scraps for the value chain, and having an industry that hates you support you out of their own self-interest. End game seems to be nearing. The lawsuits seem the last barrier in the road; detailed discussion of this legal situation had on the Fool Rambus board this weekend. In sum, from what we know, DDR is not at issue (except in the antitrust suits which seem very weak) and the JEDEC argument itself is based on cases that are easily distinquishable from the RMBS situation. No legal case is certain, but the case for RMBS seems stronger than the case for the DRAMs Tinker