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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (26298)6/13/2000 6:31:00 PM
From: mauser96  Read Replies (1) of 54805
 
For every engineer working on FC , there will probably be 10 working on 10 and 100 gigabit ethernet. Economies of scale of manufacturing will also be at work. If memory serves, George Gilder in his ground breaking work "Microcosm" went into the idea that "cheap low slower high volume" wins over "fancy faster expensive lower volume" almost every time. In any case as you have pointed out as far as NTAP is concerned, both will be useful. People will use whichever best fits their pocketbook and needs.
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