Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Greg Hull who wrote (15429)	1/17/2000 5:49:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Greg, Maybe some will disagree on this, but I don't necessarily envision our "assignments" as requiring that we argue in favor of Gorillas. I'm already having trouble justifying mine (Phone.com). I'll probably end up giving a more balanced report, outlining pongid traits and non-pongid. There seem to be several potential players in my area. In storage, we may be talking King, for instance, or we may be talking about a company that will benefit by the sector, whatever the Gorilla/King/Chimp outcome. A good report on the SAN (NAS?) value chain, maybe from the viewpoint of Fibre Channel provider would be extremely valuable, imo. Best, John

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