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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (37023)12/25/2000 3:48:29 PM
From: GuinnessGuy  Read Replies (2) of 54805
 
Downsouth,

Sorry, but I've got to disagree there...at least theoretically. Better to have 10% market share than 90%. Much more potential growth than with 90% market share. It's simple math.

What's not so simple, of course, is knowing if BRCD has the mindshare of the mainstream(I forget the term in the GG book) buyers. Hard to say whether switched SANs have left the bowling alley.

From talking to folks in the FC business, there's nothing special about BRCD's offering except its high price and arrogant support staff.

Craig
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