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

To: nick chacos who wrote (18580)	2/24/2000 1:01:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

RE: Paul Johnson on Brocade FWIW, Paul Johnson, one of the authors of TFM proclaimed Brocade to be the gorilla, so you're in good company. Of course his opinion was from a biased perspective from my biased perspective. We've run up against this before on this thread. I'm not up to searching back to last summer's posts when I posted the quote, but I believe that Paul Johnson stated he saw Brocade in what appeared to be a gorilla game and that Brocade looked like it was emerging as the best candidate. Regardless, the thought of the possible 'two tier' market place for the Fiber Channel Switches being two different games does make a lot of sense to me. Perhaps the tornado strategy both Ancor and Brocade are using in terms of horizontal/vertical market focus would be the key to two different games. If, that is the case, then we are certainly in the very early stages for the larger switch market that Ancor is focusing on and their market cap of only $1.4 Billion confirms this early stage. The projected revenues for the fiber channel switch space certainly looks attractive going forward. Those of you that know more about Ancor might want to fill us in on the transition this company made from their old business into fiber channel switching business. This helps explains the terrible financials of previous years, but doesn't tarnish the future going forward. For what it is worth, because of the quarterly revenue numbers from Ancor, the stock was hit for a drop from $94 and change down into the upper $30's. It has now climbed back up to the $54 range. BB