Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (17420)	2/7/2000 12:00:00 PM
From: Greg Hull	Read Replies (1) of 54805

RE: FC discussion Sir Galahad: <<Let us refine and digest. Conclusions that all will understand are very likely to result.>> Sorry, I'm a bit dense. Are you encouraging more discussion of Fibre Channel related companies? Assuming that is the case, I am largely in agreement with Buck's assessment of the related companies. I know less about Crossroads than the others, but I don't see any FC company being a Gorilla. Fibre Channel is an ANSI standard. There are very few (perhaps no) patents of any significance of which I am aware for FC products. Ancor holds a patent on Class 1 service, but this seems to be of no importance to the marketplace. In my mind the discussion quickly moves to a Royalty evaluation, but I would like to hear other opinions on this issue before we proceed. Can anyone present a case that there is a Gorilla in the FC hardware companies? How about the software companies - Legato or Veritas? I know Brocade is a member of the Project Hunt club, but I don't remember if there are any other FC related companies on the list. Should we wait until the other presenters are ready, or continue with analyzing Buck's subject? Greg

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