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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: J Fieb who wrote (35237)	11/24/2000 10:55:19 AM
From: Bruce Brown	Read Replies (1) of 54805

I'm not DownSouth, but I'll offer a few comments on QLogic. They, for the majority portion of their royalty game, are in the league with other top competition of Emulex and JNIC. Moving into their acquisition of Ancor for Fibre Channel switching products, they compete with other top competition of Brocade Communications and McData (which EMC shareholders might someday see some spun off shares). This fibre channel game switching game is not nearly as software intensive as say 'IP routing'. Based on that, the majority of us believe that it, too, is a royalty game with Brocade leading that market. Standards are still in development and the software portion of the game could end up being more intensive than they currently are as the generations of switches which address various data transfer segments are addressed. My belief continues to be that the amount of growth in the fibre channel space and data transfer in general is compelling enough for my own portfolio. BB (Disclaimer: I hold shares of Brocade, Emulex, EMC and Network Appliance)

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