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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: areokat who wrote (26737)	6/23/2000 6:01:00 PM
From: DownSouth	Read Replies (2) of 54805

ak, "fibre channel" has nothing to do with "fiber optics". FC is a standard for communications between a computer and its peripherals, replacing the SCSI (Small Computer System Interface). Most FC implementations are over copper, though fiber media is becoming affordable and viable. The term "fibre" in FC is a little language trick because the FC model is described as a "fabric" made up of "fibre". Thus the name of "Brocade" and its "Silkworm" switches. Confusing to lay people, but cute. What is exciting about the BRCD/CSCO effort is the promised interface between FC and the TCP/IP protocol used for LANs and WANs, making FC a more powerful protocol for long distance interfaces between computers and peripherals. That gives BRCD a distinct advantage over its FC competitors. I believe the tornado in which BRCD will spin will gain strength as NTAP rolls out new BRCD enabled products and CSCO delivers the babies of the CSCO/BRCD relationship. I agree that our gorilla watch is becoming exciting as we see RMBS emerge from the mist and SNDK go into a genuine tornado. GMST and BRCD hold great promise, imo.

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