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

To: DownSouth who wrote (26311)	6/14/2000 3:04:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: Brocade... I'm going to take an example from DownSouth and a strategy page from Mike Buckley's book, if he will allow, to simply post DownSouth's comments because it is important enough for gorilla gamers to read again in terms of the game going on in fiber channel switching/software: CSCO took a wide open standard (TCP/IP) and wrapped its own proprietary software around it so that CSCO routers, when in a network, did things with TCP/IP that others did not. BRCD is taking FC and building silkworm switches that only work with other silkworm switches. Now they are working with CSCO to make FC and TCP/IP work together, but only with CSCO routers and silkworm switches. I would point out that the majority of the thread focus is devoted to companies with annual revenues of nearing $1 Billion and above. Brocade and the other fiber channel competitors are far from that. Brocade's revenues for the previous 4 quarters stands only at $155 Million: $20 M - Q3 99 $30 M - Q4 99 $42.7 M - Q1 00 $62 M - Q2 00 It's early in the game, but I continue to believe that this is a real time, real money game playing out before our eyes surrounded by all the typical elements that are required. BB