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

To: Bruce Brown who wrote (30689)	8/29/2000 4:51:28 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

When I read the words "There is room for success for many in this huge sector, but there will only be one Gorilla", I have to question if that is true. I think the technology adoption life cycle of IP/Broadband will spur quite a few interesting stories that might result in a different conclusion as we move through the tornado of the cycle. Bruce, I understand you interrogative cognition of the truth of this basic tenant of Gorilla Gaming. I believe that we may discover that there is no "IP/Broadband" market sector, but several sub-sectors that will prove to be as large and contentious as what our concept of the IP/Broadband market will be. In other words, we may see more than one Gorilla and King in separate tornadoes spinning in sub-sectors of the IP/Broadband market. For example, the InfiniBand/FC/GbE domain intersects and tunnels through the IP/Broadband domain. We will see fights within that I/F/G domain that are pretty independent of the fight in the core router market, except in as much as the I/F/G players form value chains with the core router players. I wish I could think of some more IP/Broadband sub-sectors on the horizon, but I can only think of one more--the "edge" versus the "core" and, of course, the "last mile" sub sectors. My point is simply that there can be no more than one Gorilla emerging from a Tornado. If we spot two, then we have been blind to the fact that two tornadoes appeared at some point, though it looked like or started as one.