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

To: Douglas Nordgren who wrote (19614)	3/9/2000 3:23:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Is there such a thing as a Gorilla pro tempore when a company's value chain is facing future obsolescense arising from the advent of a disruptive technology Nothing about gorilladom implies permanence. A clever gorilla will use its position and wealth to keep innovating and producing fresh tornados so as to revitalize its position, but any gorilla that fails to do that is guaranteed to decline in time.

To: Douglas Nordgren who wrote (19614)	3/9/2000 3:43:00 PM
From: Bruce Brown	Respond to of 54805

RE: Brocade From the Brocade board: "Salomon Smith Barney has issued a positive report on BRCD's standards move yesterday and upped its target. Report says this very move is what SAN market needs for further expansion. Report is free at multexinvestor.com" Well, Brocade is certainly not standing still. I'm still anxious to hear the announcement of the joint project between Brocade and Network Appliance. As has been mentioned, any gorilla faces the prospects of a disruptive technology in the future. BB

To: Douglas Nordgren who wrote (19614)	3/9/2000 3:47:00 PM
From: hospitalman	Read Replies (1) \| Respond to of 54805

Douglas Interesting question. I can't address the technical issues as well as it appears you can, but I do think that the new disruptive technology has to prove itself to some degree before the gorilla gets in trouble. Every company experiences threats to it's business, gorillas are no exception, and in fact their very "gorilla-ness" may invite those threats. Ken

To: Douglas Nordgren who wrote (19614)	3/9/2000 7:05:00 PM
From: Triffin	Read Replies (2) \| Respond to of 54805

All indications are that within 3 years, the InfiniBand architecture and 10GB ethernet* will be presenting the market with cheaper transports than Fibre Channel.* That observation begs a question .. Is it too early to deduce the likely players in InfiniBand architecture and 10GB ethernet ??? Jim in CT ..

To: Douglas Nordgren who wrote (19614)	3/9/2000 9:47:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Douglas, Is there such a thing as a Gorilla pro tempore when a company's value chain is facing future obsolescence arising from the advent of a disruptive technology My take: 1) Gorilla Gaming is long-term. 2) An investor aware of a discontinuous innovation expected to unseat a Gorilla in three years (meaning over the short term) would not invest in that Gorilla. In other words, it doesn't matter that a Gorilla is pounding his chest today. What matters is how long it can continue going thumpety thump. When you see the graphs depicting the scenario at the point in time that the competitive advantage period comes to an end (which is what happens when a discontinuous innovation becomes the new standard), you realize how nasty it can get. --Mike Buckley