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

To: DownSouth who wrote (809)	3/25/1999 10:37:00 AM
From: John Carragher	Respond to of 54805

maybe you could publish a book on the PM's,,, just kidding see ya John

To: DownSouth who wrote (809)	3/25/1999 10:51:00 AM
From: Uncle Frank	Respond to of 54805

Cisco's Assault on the Telephone Good article from the NY Times; it can be linked from the following message on the Cisco thread: Message 8509754

To: DownSouth who wrote (809)	3/25/1999 10:54:00 AM
From: Tony Viola	Read Replies (3) \| Respond to of 54805

DownSouth, the author of the article below, which I borrowed from the EMC thread, speaks the Gorilla game, referring to the book. He also mentions two possible new gorillas when asked, both of which have been talked up in here (NTAP and UNPH). On another subject, if, by any chance IBM's hard drive etc. sourcing agreement announced with EMC yesterday means they, IBM might be backing off big storage, then EMC would become the undisputed gorilla in that field. Or, are they already? Message 8512207 SmartMoney.com: Tell me about some of the smaller companies in your portfolio. Which one will be the next gorilla? MacKay: One is Uniphase (UNPH). The networks of the future are increasingly fiber optics based. Uniphase supplies the components for the fiber-optics-transmission market. A lot of things are going in that direction. There is even talk of semiconductors themselves becoming fiber optics based. Another is Network Appliance, which I've already mentioned.