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


To: DownSouth who wrote (36795)12/19/2000 10:51:41 AM
From: GuinnessGuy  Read Replies (1) | Respond to of 54805
 
DownSouth,

The 'backs against the wall' statement referred to BRCD having no true director or 2 gig switch. For all I know, they have matters well in hand and will deliver. The fact that their competitors have delivered is what puts them under pressure.

Having 90% market share is nice but doesn't leave much upside beyond the growth of the overall market(which is considerable) for switches.

Craig