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


To: Dave B who wrote (1117)4/6/1999 10:19:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Dave,

Your knowledge of Rambus far exceeds mine so it's not as if I'm going to debate you. (I like winning debates, not losing them. :)

Seriously, your comments are fascinating. Taking them one step farther, your thinking suggests that there will be a fine line between Intel providing Rambus a tornado and between Intel being the largest and strongest line in Rambus's value chain.

Any similar ideas about the Citrix/Softie relationship?

--Mike Buckley