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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Bruce Brown who wrote (11401)11/29/1999 11:35:00 AM
From: Tom Ardnij  Read Replies (2) | Respond to of 54805
 
Bruce,

BRCD,ARBA, and SEBL. Three fine companies that are carving out a place in the G&K arena. They are certainly having a great year. Paul Johnson, Co-author of The Gorilla Game, described BRCD as a gorilla in the making. We'll have to wait and see, but they do own proprietary technology for switching in large storage networks.

Best Regards,
Tom