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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (38196)	1/20/2001 10:26:50 AM
From: Bruce Brown	Read Replies (2) of 54805

In case any storage nuts here are interested, the excellent thread here at SI that formerly was named "A Fibre Channel Future?" which Douglas Nordgren began in October of 1997 had a name change update to reflect the transition in the industry since that thread began. This past week it was changed to "Son of SAN - Storage Networking Technologies". It's always a good source of industry knowledge that is worth skimming and reading if you hold any storage related companies. Subject 17781 The thread has maintained a 'portfolio basket' of companies since that time as they went public and were added to the 'basket'. With the name change update, the basket was 'narrowed down' from 20+ stocks to 9 stocks that reflect the consolidation process. Unfortunately, Douglas didn't use the original dates of the 9 remaining to reflect what large increases they've had since the basket was begun. The new 'basket' contains the following leading stocks being tracked and discussed on that thread: Brocade EMC Emulex Inrange McData Network Appliance QLogic Storage Networks Veritas BB

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