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

To: Bruce Brown who wrote (36785)	12/19/2000 7:01:32 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

BB, an excellent post on BRCD. I have held BRCD for most of the year and will not let go. I consider them the king of FC switched fabric. Their work with CSCO in bridging FC and IP will be a big winner, imo. Their openness to InfiniBand innovations and work on the DAFS consortium shows me that they understand how important paranoia is. I do not expect them to emerge from this storage tornado as a Gorilla, but I expect them to become more and more dominant in their storage networking space.