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

To: tinkershaw who wrote (39229)	2/13/2001 10:48:45 PM
From: Pirah Naman	Respond to of 54805

given the recent {hopefully market dropping opportunity on BRCD} this is a very timely question to investigate. I'm glad somebody posed this question. Not about BRCD, just that somebody pointed out that this market dropping makes it very timely (really a bit late) to be looking at Gs&Ks&candidates. A shopping opportunity. I'd be much more enthusiastic about some of these bargains becoming available if I didn't own them already. But window shopping would be OK if somebody else might buy. - Pirah

To: tinkershaw who wrote (39229)	2/14/2001 7:50:13 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

tink, BRCD was first to market with switching fabric. The fc standards were so poor that multi-vendor interoperability for fc switching couldn't happen, so BRCD switches are proprietary, only working with other BRCD switches. BRCD was very aggressive in their marketing. They formed alliances with storage product makers early. They formed an alliance with CSCO for a CSCO based IP to FC interface board/software. Result=90% market share.