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

To: DownSouth who wrote (36788)12/19/2000 7:43:18 AM
From: GuinnessGuy  Read Replies (2) | Respond to of 54805
 
DownSouth,

RE:"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."

I'm not sure I agree with the above statement. BRCD already has something like 90% of the switch sales. There's just not much more market share to eat away at.

Also, the fastest growing segment of the market is forecasted to the in the director class switches where BRCD has yet to demonstrate a viable product. They have also yet to demonstrate a 2 gig/sec fibre channel switch. Maybe they will be get both of these two deficiencies corrected in time for the market, but in the not too distant future their backs will be up against the wall without these offerings.

And the stock is priced for perfect execution.

Good Luck,

Craig



To: DownSouth who wrote (36788)12/19/2000 11:22:55 AM
From: darryl25  Read Replies (1) | Respond to of 54805
 
DS,

Their work with CSCO in bridging FC and IP will be a big winner, imo.

I know this was just your opinion, but do you have any specific reasons why you think this will be the case? At this point, they only have a partnership in place and anyhing else is vaporware. It's a very general partnership stating they are working together to connect FC networks together over IP networks. Thoughts?


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