Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Alan Hume who wrote (1056)	4/5/1999 9:00:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Good to see you, Alan. Thanks for the nice comments and good luck with the Q. I am a RMBS devotee, but RMBS will be in limbo for a while until INTEL sorts some of the technical issues. I am fascinated by your comment about that because it was none other than Geof Moore who wrote in a listserv that Rambus's product does not have its own tornado, that it is really Intel's tornado. Your comment seems to support Moore's thinking. If you haev anything to add to that, I'd be all eyes for the reason that I am an investor in Citrix. Having seen Moore's comment about the Intel/Rambus relationship I think the same holds true for the Microsoft/Citrix relationship. --Mike Buckley