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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (28419)7/20/2000 12:42:03 PM
From: Bruce Brown  Read Replies (1) of 54805
 
How, true Lindy. Speaking of high P/E ratio's, I turn the attention to one of the year's better performers to date - Brocade. It's up about 1,200% since the IPO last year and last quarter's revenues were up 489%. They will be reporting in August for the current quarter about to end.

Knowing me I did post this link to an excellent Fool interview with CEO Greg Reyes of Brocade Communications on May 18 of this year. However, for those that missed it or are still interested in that particular gorilla game, here's the link again. The article is worth a refresher read as well:

fool.com

Since we all follow Network Appliance and the NAS technology adoption life cycle, I thought the comments of Mr. Reyes were quite worth the read. As you know, Brocade and Network Appliance have teamed to work together. Here's a clip from that interview:

TMF: Talking about plug-and-play technologies, how much of an effect does a development like network-attached storage have on your business?

Reyes: Well, it's interesting. The way to think of network-attached storage is that people buy network attached storage as an alternative to buying another server just to gain access to the storage attached to it... meaning, if all you need to do is gain access to storage, I don't need to buy an expensive server. That's where network-attached storage fits in. The storage area network fits in between the server or the network-attached storage filer in the back-end storage, providing a networking model for interconnecting servers with storage. So, we view them as being very complementary technologies.

BB
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