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

To: Mike Buckley who wrote (18419)	2/22/2000 9:44:00 PM
From: gdichaz	Respond to of 54805

Mike: I tried to simply muse about the difficult question you asked. I did not address Brocade and Ancor. Once, long ago I was very interested in that area of technology and held Ancor. The technology was fascinating, but Ancor was a very very poor investment then. I gave up. Now I understand that it is in a potential contest with Brocade. From what I know of the technologies involved, I am not sure that either could become a gorilla. Successful investments perhaps, but not gorilla nor royalty material. But must admit am out of date. So a bucket of salt required. Moved elsewhere in my areas of concentration. Best. Cha2