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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
MBP1963
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