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

To: DownSouth who wrote (26285)	6/13/2000 12:10:00 PM
From: Bruce Brown	Respond to of 54805

RE: Cisco, Brocade and Network Appliance DownSouth, As always, thanks for your comments. The three above companies certainly reside in my portfolio for the appropriate reasons alongside EMC. I'm hoping that these companies do lead us through the next few years with their various contributions. BB

To: DownSouth who wrote (26285)	6/13/2000 2:14:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 54805

Thanks Down South, I had been scratch my head trying to explain why NTAP was up today on news that appeared to me to be negative. I would like to here your comment about Ethernet vs FC angle that came out a few weeks past and how BRCD/CSCO development relationship changes that for the better for the FC camp. Thanks again, Greg