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

To: tinkershaw who wrote (34404)	11/6/2000 8:13:26 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Tinker, Monday's LA Time Business Section had this story, front page plus an inside jump. I was left with three distinct impressions...first, the Kingston move was "engineered" by Intel to protect Intel's position in the small user market, which the story said represents 60% of the PC market, preventing it being eroded by switches to AMD products. Second impression: This is what Gorillas can do, and Chimps cannot. Third impression: This in no way looks like Intel backing away from Rambus. Chaz