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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (36788)12/19/2000 7:43:18 AM
From: GuinnessGuy  Read Replies (2) of 54805
 
DownSouth,

RE:"I do not expect them to emerge from this storage tornado as a Gorilla, but I expect them to become more and more dominant in their storage networking
space."

I'm not sure I agree with the above statement. BRCD already has something like 90% of the switch sales. There's just not much more market share to eat away at.

Also, the fastest growing segment of the market is forecasted to the in the director class switches where BRCD has yet to demonstrate a viable product. They have also yet to demonstrate a 2 gig/sec fibre channel switch. Maybe they will be get both of these two deficiencies corrected in time for the market, but in the not too distant future their backs will be up against the wall without these offerings.

And the stock is priced for perfect execution.

Good Luck,

Craig
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