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

To: tekboy who wrote (31970)	9/21/2000 11:12:43 AM
From: Eric L	Respond to of 54805

Tek, << re: NTAP: gorilla ... not really >> Good links to BB's Fool musings, especially as they relate to Brocade. There is not a lot of detail provided to make the case that NTAP is a gorilla, but I am certainly not ruling it out, and I am sure that DS will continue to develop that case. I would certainly like to see a case advanced for JDSU as well, but I myself lack sufficient knowledge of that industry to do so. This quote of BB's (and other references to the Cisco case) are important, IMO: "study of the router game which Cisco won with their IOS becoming the de facto standard would be the best comparitive analysis to date." - Eric -