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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Greg Hull who wrote (18432)2/23/2000 1:01:00 AM
From: chaz  Read Replies (1) of 54805
 
RE: Brocade/Ancor

My hat is off to you Greg, and buck, for this most enlightening discussion of a technical area I would not have grasped. Couple of weeks ago, I raised a bit of a stink here about all the mumbo-jumbo, got both stomped and praised, but since, the tone of these posts has come to reflect what I felt was needed.

Three observations:

First, I now feel I can consider these two as possible investments because I have been given the means to understand them.

Second: I can now grasp the notion that this is not going to be a gorilla game, but a royalty shoot-out.

Third: Both may do well, but deeper pockets seem more the key in Royalty games, while I look less at that and more at IP in Gorilla matches. Thus, I would today choose BRCD, but would monitor both.

Chaz/Thucydidies
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