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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (26298)	6/13/2000 8:26:00 PM
From: jhg_in_kc	Read Replies (1) of 54805

Down South, you said <Could be that BRCD is taking the lessons that CSCO taught in the IP market and applying them to the FC market, with CSCO's hands-on assistance and As CSCO and BRCD work for a FC to IP interface, BRCD's value chain gets very long and strong and the use of FC versus IP becomes almost irrelevant.> I am not sure I understand. Could you elaborate/hallucinate here? tia.

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