SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bruce Brown who wrote (19575)3/9/2000 3:17:00 PM
From: Douglas Nordgren  Read Replies (5) of 54805
 
RE Brocade

Hi Bruce,

Yes, I was one of the early investors in Ancor and Fibre Channel, and, as you know, have followed the FC market from practically its beginnings.

My question wrt brcd's possibly meriting gorilla status arises from my understanding of developments with the FC and I/O markets. All indications are that within 3 years, the InfiniBand architecture and 10GB ethernet will be presenting the market with cheaper transports than Fibre Channel.

Brcd enjoys the high valuations accorded to market leaders, has excellent FC product offerings and an aggressive sales strategy to bolster investor enthusiasm. It's a good company in a hot sector (Storage Area Networks), and has rewarded its backers handsomely so far.

But putting Brocade aside for a moment, what I am asking the GG'ers is this: Is there such a thing as a Gorilla pro tempore when a company's value chain is facing future obsolescence arising from the advent of a disruptive technology (InfiniBand)?

Respectfully,

Douglas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News