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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Robert Grist who wrote (62469)	12/6/2000 5:15:22 PM
From: Dr. Id	Respond to of 93625

From Yahoo Board.. this is huge.. EMC is a gorilla .. I could argue that this makes RMBS one too The only problem with this is that EMC is not a gorilla (at least by Moore's definition of Gorilla.) They have most of the SAN market share, but no proprietary architecture that is required for a gorilla. (some are arguing that NTAP is the NAS Gorilla of Storage). However, RMBS is a potential gorilla of their own. EMC is now a part of their value chain. Dr.Id@longRMBSandNTAP.gor