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Strategies & Market Trends : The New Economy and its Winners

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To: Eric Wells who wrote (442)	5/22/2000 1:57:00 PM
From: Bill Harmond	Read Replies (1) of 57684

I need to hear more. Until I hear more I take the downgrade as a data point, not a fundamental change. Too many sound investments are undone because of knee-jerk reactions to some data point. Right now Brocade has the SAN switching market sewn up...a huge competitive edge. A maxim in technology investing is "never underestimate the power of an installed base". Companies are buying what works and what's available, and they buy it from companies they trust to deliver and support it. EVERY technology company constantly faces the "new black box syndrome"...the likelihood (actually certainty) that their market-leading technology will be improved upon, either by them or someone else. Like I posted earlier I need to hear more about this before I pull my investment in Brocade.

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