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

To: JRH who wrote (634)	3/3/1999 2:12:00 AM
From: Uncle Frank	Respond to of 54805

lol. This thread is going to keep you honest, Justin <vbg>. Frank

To: JRH who wrote (634)	3/4/1999 10:36:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Justin, I've got a thought about Rambus that isn't original. It's actually Geoffrey Moore's idea. He suggested that Rambus doesn't play in a gorilla game, that it's really Intel's game. The idea is that Rambus would be nothing without Intel's adoption of their technology, thus the idea that it's Intel's gorilla game. That thought is a bit of a technicality, but worth considering. Using that logic, if Rambus should remain in your W&W portfolio probably Citrix should also be in it. Just as Rambus is playing in the draft of Intel's game, Citrix is playing in Microsoft's game. There are so few potential enabling gorillas that I'd be inclined to put both of them in the W&W portfolio rather than omit them for the technicality that they are playing in the gorilla game controlled by Big Daddy. --Mike Buckley