Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 2
Good analysis.
I have owned a small but growing slice of Brocade Pie since Jan.2000. based on my bullishness of the storage market.

I have been reluctant to buy more, because of the extreme valuation. As far as Gorilla Declaration, we need to know 1) Who are their competitors and what is keeping them getting more market share.

2) What are the switching costs for their products. That is, if I am currently using their product and a competitor comes along, how big a deal is it for me to switch over to the competitor. eg. Switching cost for PC operating system is high, because the average Fortune 500 CIO, has to overhaul thousands of machines and retrain thousand people. The switching cost between Netscape and IE is low, basically you just have to move your bookmarks.

Once we have a better read on these issues, we can decide if its time to load up on Brocade
keep up the analysis
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.