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

To: hospitalman who wrote (19622)	3/9/2000 3:59:00 PM
From: Douglas Nordgren	Read Replies (2) \| Respond to of 54805

Ken, but I do think that the new disruptive technology has to prove itself to some degree before the gorilla gets in trouble. In the case of Fibre Channel, the disruptive technology challenge presented by InfiniBand will be promulgated by a Gorillahood consortium headed by an other larger Gorilla, INTC, who is hot to trot with the new architecture. InfiniBand proving itself will not be a concern, though the ramp may be gradual, IMO. Douglas