SteveG,
Get your FUD facts straight.
Re: "And with 80% share across all market levels based on award winning Silkworm 1000 series, the recent introduction of the reduced-cost (2 ASIC) advanced-featured Silkworm 2000s ensures that competition remains nominal."
Ancor has had this feature for over six months. And they are not far from placing 16 ports on a single ASIC. With Brocade left with their 4 ports per ASIC, who is then going to have cost advantage?
And the 80% market share across "all market levels" is again wrong. They still sell a disproportionate number of switches to Sequent, which isn't even a SAN application, per se. However, I will concede that Brocade has the greatest market share "across all levels", but only in a market that has hardly even begun to rock.
IMO, Brocade has been mighty touty lately. They have been highly overstating any comparative advantages of their switch over Ancor's. Of course, this is part of their strategy; to get folks like you into thinking that they ARE the Gorilla. Perception is everything, right? IMO, they are really worried about Ancor's impending techno-lead and want to make sure that everyone 'knows' that they have the best switch, whether it be the truth or not. This will be an interesting battle between two teething Gorillas, that's for sure.
P.S. - Were you aware that Ancor's public offering was/is to be priced after the close of trading today?
Craig |
