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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Dr. Id who wrote (11876)12/3/1999 2:16:00 PM
From: Bruce Brown  Read Replies (4) of 54805
 
Since the Bill Meade GG digest list was brought up recently, I thought I would mention that focused activity on that list has picked up over the past few months. I know that there are a few on this thread that participate.

From today's GG digest, I thought I would post something that Geoff posted this afternoon. You might remember a few posts I made concerning Brocade earlier this week. Yesterday, Geoff posted this in regards to Brocade:

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Subject: RE: Storage Area Network Market and Brocade
From: "Geoffrey Moore" <geoffmoore@>
Date: Thu, 2 Dec 1999 20:24:57 -0800

Gang,
I saw a recent posting about SANs and it reminded me that I sat in on a
superb presentation by Greg Reyes, the CEO of Brocade (full disclosure--this
is a Mohr Davidow investment). He asserts that they have gorilla
opportunity in the classic sense. I think the list should try to vet that
claim.
Geoff

Geoffrey Moore
Chairman, The Chasm Group
Venture Partner, Mohr Davidow Ventures

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None of us are sure what the word 'vet' means, but I'm going to continue digging on this one folks - whether you like it or not. If we can have a Front Office Game played in real time, why not a SAN/FC game as well.

Any objections?

BB
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