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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (32304)	9/26/2000 8:57:39 AM
From: stockman_scott	Read Replies (1) of 54805

Will DELL ever Disrupt the Storage Market <vbg>...FYI... Message 14453415 IMO, it's way too soon to tell if DELL will be successful BUT I sure wouldn't underestimate them. My relatives continue to own lots of DELL and EMC....they are the LTB&H types... At the moment my largest holding is in AVCI -- a new optical networking pioneer. If its new field trials with its unique TERAbit router are successful the orders could ramp up big time. The company has trials going on with AT&T Broadband, Enron Broadband and Williams Communications...If these firms start buying AVCI products (like I think they will) then AVCI could take some share from CSCO and JNPR at the high end of the router market. Last time I checked AVCI had about 1/12 the valuation of JNPR too....Of course AVCI still has to prove itself and scale towards profitability successfully. In a sense I view it as a venture investment. Best Regards, Scott

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