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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (4847)	8/14/1999 9:16:00 PM
From: Mike Buckley	Read Replies (3) of 54805

Teflon, Someone agrees with you that Brocade shouldn't be left out of the discussion of the storage market. That person happens to be Paul Johnson, one of the GG authors. Johnson points out that Brocade's revenues are definitely the stats of a tornado and their increasing market share is very gorilla-like. Being an EMC stockholder, it's nice to know that they are a supplier and not a competitor. Enjoy! redherring.com --Mike Buckley

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