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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Greg Hull who wrote (11519)11/30/1999 12:20:00 PM
From: Tom Ardnij  Read Replies (1) of 54805
 
Greg, Thanks a ton for finding the reference. I was looking in the wrong place entirely. I agree with your assessment that using his literary status to tout a company that his firm IPOed crosses some kind of line. I suspect, however,that it is part and parcel of the profession of buy side analysts. This is unfortunate reality that we deal with as investors.

I agree with you that it is likely to become a royalty game. The arena of storage is certainly providing tornado like activity. Brocade Communications is one of several beneficiaries.

Thanks again for finding the reference link for me. I was sure that I had read it somewhere.

Best Regards,
Tom
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