Thanks a lot for pointing out Mohan. Brocade's customer list looks quite impressive to me.
"Leading systems, applications, and storage vendors have selected
BROCADE as their Fibre Channel connectivity standard, including CNT, CLARiiON, Compaq Computer, Data General Corporation, Dell
Computer, Groupe Bull, IBM, McDATA Corporation, NEC, Network Appliance, Sequent, Siemens Computer Systems, Silicon Graphics,
and StorageTek."
I don't why some guy was bashing BRCD here some days ago. Sounded like a religious war to me <gg>. We are here to make money and BRCD seems best positioned at the moment. I'm going to add a little ANCR and ZOOX to my holdings as a hedge but will stay overweighted in BRCD. I suppose you also read the book "The Gorilla Game". FC switching sure looks like a tornardo ground at the moment. Let's see who emerges as the gorilla if there will ever be one. Will be interesting to watch.
As I'm typing we are down 8 points. I'm prepared to add on weakness!
Regards, Neville |
