Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (18697)	2/25/2000 9:37:00 AM
From: Triffin	Read Replies (2) of 54805

Mike .. Project Hunt thoughts If no other switch vendor appears are Brocade and Ancor immediately crowned Gorillas (or whatever the investing procedure is) in their respective games? Not necessarily. The first thing that has to happen is a tornado has to form. If no tornado forms, it will be a game of proprietary architectures with no gorilla. Mike .. help me out here .. shouldn't we be trying to identify 'markets in tornado' as a source of potential 'gorillas' .. rather than proposing various stocks to do reports on (ie) a logical first cut for a project Hunt candidate would be wether or not it is a participant in a currently tornadoing market ???????? Jim in CT .. Edit: I meant for this to be a PM, sorry ..

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