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

To: DownSouth who wrote (26735)	6/23/2000 5:26:00 PM
From: jhg_in_kc	Respond to of 54805

csco could be the tornado for brcd? eom

To: DownSouth who wrote (26735)	6/23/2000 5:31:00 PM
From: areokat	Read Replies (2) \| Respond to of 54805

>>I think we lack a tornado.<< With 90% of the market share if it does tornado it could make rmbs look like a slow boat to China. I don't know if I'm getting my technologies mixed up but if the net does go completely optical like some say it must then I would think FC would ,if nothing else, be part of that tornado. It also seems like we've gone from wondering if several candidates were even candidates to " hey, we got several gorillas emerging. I'm thinking of rmbs, brcd, sndk,gmst? But not ctxs <painful g> Tom Tom