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

To: Pirah Naman who wrote (37799)	1/11/2001 3:14:35 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

I agree on QCOM, NTAP, JDSU, SEBL, CSCO, EMC, INTC, ORCL, ITWO, and MSFT. I am uncertain about SUNW and GMST, and don't know enough about BRCD. You can read up on Brocade in this Barrons article that ran at the end of December: Message 15100511 Brocade has increased their market share in the fibre channel networking space (fabric switches) to 90%. They also enjoy a 59% share of the overall market for SAN networking equipment, which includes hubs, switches and host bus adapters, and supplies products and software to nearly all of the world's top computer makers, including IBM, Dell and Compaq. Inrange, a player in the SAN space, just pre-announced better than expected Q4 results today. It certainly is a space that is enjoying robust growth. That doesn't mean it isn't immune to this quarter and next slowdown like everyone else, but perhaps the market is beginning to look beyond a little bit at this point. Time will tell. In terms of Brocade, I believe it is worthy of representation as a King in the G&K index. However, I'm not sure if the requirement was greater than 10% in the portfolio parade or 10% and greater. I think UF listed it as 10%. Regardless, it certainly qualifies with the 90% market share in the fabric switches space as a King. BB