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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: jhg_in_kc who wrote (30174)	8/20/2000 8:54:42 PM
From: Bruce Brown	Read Replies (1) of 54805

Re: Brocade.... Here's Paul Johnson's comments in the recent interview: ===== Internetstocks.com: You also track storage-area network companies like Brocade Communications (BRCD $190). Is this a parallel phenomenon to the broadband buildout? You’re expecting excellent profit growth for this company going forward. Johnson: We see it as bringing the Next Generation Network architecture to storage. Fibre channel is the key enabling technology, bringing broadband scalable infrastructure to the task. There’s a bit of a rallying around other types of technology to usurp this opportunity but we think that when these competing technologies are established, it’s highly likely that fibre channel will be a de facto standard. Brocade’s position in the systems side is very impressive, something like 80% share. In host adapters, the players are Emulex (EMLX $47-9/16), QLogic (QLGC $71-3/8) and JNI (JNIC $41-3/4). These go into the servers that connect to the SAN. We expect market share to remain relatively stable so we think investors should stick to a balanced portfolio among the three. ===== BB

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