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

To: Mike Buckley who wrote (1164)	4/6/1999 10:49:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Any similar ideas about the Citrix/Softie relationship? The only problem with their relationship is that Citrix is building a client platform for an OS that is bloated and unstable. You may be able to get a few clients simultaneously logged on, but I don't think that it will ever get to the point that *nix is at. My school's Central Unix (HP-UX) currently has 88 users, but I have seen greater than 200 logged on at once. I think that anything more than about 20 people on an NT box would bring the server to a halt. IMO :o) Justin

To: Mike Buckley who wrote (1164)	4/6/1999 11:33:00 PM
From: Dave B	Respond to of 54805

Mike, I think you've captured the issue precisely (a fine line between Intel providing Rambus a tornado and between Intel being the largest and strongest line in Rambus's value chain). Rambus has been in business for about 10 years and Nintendo already uses an earlier version of their memory in the Nintendo 64. So momentum was "building" but the Intel relationship certainly starts the wind whipping furiously. Intel has 80%-90% of the PC motherboard business, I believe, which is half of the DRAM business, so Intel represents 40% of the total market and by far the largest customer. But I believe that I heard Sony plans on shipping 50M of the Playstation II units the first year, which would represent a market about half the size of the PC market (25% of the total DRAM market). So Nintendo and Sony together would probably add up to an Intel-sized customer. But now I must plead ignorance. I know zip about the Citrix/MSFT relationship so I can't provide any comments. Let's keep looking for common ground. I love a good debate ;) Dave