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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (33851)	10/26/2000 7:26:57 PM
From: Bruce Brown	Read Replies (1) of 54805

Speaking of Brocade, Lindy - today (amid all the fireworks) they announced their entry into the 64 and 128 port director class switches which is, according to IDC, an even larger growth segment going forward than the fabric switch market that they dominate. Since Mike is God knows where at the moment, here's a link to Andrew Chan's excellent look at Siebel's beautiful quarter which has all the margin information as well as the improving ROIC: boards.fool.com It's difficult to find very many companies with those kinds of numbers. There are a couple hand fulls in high technology with such solid fundamentals and I look for most of them to be what lead out of this whatever we want to call it. The IP/Broadband and network application space is an excellent long term play for investment. It doesn't happen in one or two or three quarters. If you study the above link for a snapshot of Siebel's business, it's hard to make a case for not holding the investment in your portfolio. BB

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