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

To: Mike Buckley who wrote (18694)	2/25/2000 1:35:00 AM
From: Greg Hull	Read Replies (1) \| Respond to of 54805

Mike, <<The switch is hardware as I understand it. That being the case, the product is either all hardware or hardware that is controlled by software imbedded in the hardware. In either case the hardware and/or software is a proprietary design (architecture) owned by its maker. That hardware/software accomplishes the same thing as its competitors, but it provides the end result by using a different means.>> I agree completely. <<That's no different from a ball-point pen and a roller-point pen that both put ink on the paper using different technologies to make it happen.>> You lost me here. Are you saying that ball-point pen and roller-point pen manufacturers are each in a Gorilla Game? BTW, could we use ink jet and laser printers in your example? What would be an example of a Monkey? Would it matter if another vendor came out with a switch that used a shared-memory architecture similar to Brocade's? How does that make it more or less of a GG? If no other switch vendor appears are Brocade and Ancor immediately crowned Gorillas (or whatever the investing procedure is) in their respective games? Don't be thrown-off by all of these questions. I really am going to help with some of the work real soon now. Greg