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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: buck who wrote (17155)	2/4/2000 9:00:00 AM
From: DownSouth	Read Replies (1) of 54805

buck, I am crying for some FC industry knowledge! Questions: 1. Do FC standards prevent a company from becoming a Gorilla? Is there opportunity for IPR which represents "Open Proprietary Standards"? 2. Does BRCD's dominance of the FC switch product represent a Gorilla position or simply a jump ahead of the competitors? 3. What is your opinion of the announcement yesterday by Legato Systems, Inc. (Nasdaq:LGTO), Network Appliance, Inc. (Nasdaq:NTAP), Quantum\|ATL Products, Inc., Spectra Logic Corporation, VERITAS Software Corporation (Nasdaq:VRTS) and Vixel Corporation (Nasdaq:VIXL) : netapp.com 4. We recently read about a potential threat to FC in the form of a more standardized, potentially faster technology. (I can't find the article!) Any opinion about the future of FC? Thanks.

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