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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (18405)	2/22/2000 7:16:00 PM
From: Mike Buckley	Read Replies (6) of 54805

I've got a question for the folks who are students of the fibre channel space. I'm not. A friend has explained to me that Ancor will be first to market with 64-port and 128-port switches, both apparently expected to be available this year. He thinks that market opportunity has a good chance of catapulting Ancor past Brocade. When I looked at the revenue comparisons, it didn't seem likely that it would happen. So I asked him what I now ask you folks: Is there an example of a company in any industry with proprietary architectures that has produced next-generation products to get way ahead and stay way ahead after having been way behind in the earlier-generation products? Neither of us could think of an example. How 'bout some help here. Thanks! --Mike Buckley

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