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

To: Mike Buckley who wrote (36768)12/18/2000 6:54:05 PM
From: darryl25  Respond to of 54805
 
Lindy Bill, can you tell me why you don't classify BRCD as a King? They have extremely significant market leadership among FC switches, I believe I've heard as large as 90% of 8 and 16 port switches (Don't quote me). In fact, they have implemented some proprietary features in their switches and have used their market share to force other FC vendors to change and interop with them.



To: Mike Buckley who wrote (36768)12/18/2000 7:52:39 PM
From: LindyBill  Respond to of 54805
 
I've gotta ask why you would ever want to own stock of a company that will never become a Gorilla or King.

It's my one sin, Mike. I see it as a strong prince in the Storage area.


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