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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Douglas Nordgren who wrote (19564)3/9/2000 3:09:00 AM
From: Bruce Brown  Read Replies (2) of 54805
 
RE: Brocade

I am not a student of the Gorilla Game, but I wonder if a company involved in a technology (Fibre Channel) with a short shelf-life can be considered a Gorilla? The FC market should top out in 2-3 years, and then begin to fade as InfiniBand and 10GB ethernet replace it.

Douglas

Doug,

I know you from the Ancor board. All I can say is that some pretty astute people, including two of the three authors of The Gorilla Game see some pretty compelling elements that point to a possible gorilla game. The market certainly appears to be seeing something in Brocade as well.

Of course - all could be wrong. However, it warrants continued exploration.

BB
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