SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: KJ. Moy who wrote (23894)8/25/1999 6:34:00 PM
From: Technocrat  Read Replies (1) of 29386
 

Several made excellent points on SI about Brocade's CEO.
I think Reyes comments were very revealing. As I
indicated earlier, the Ancor and Brocade have two
fairly different approaches to making switches. Also,
both companies have good entry-level, proof-of-principle
products at low port counts. The battlefield will be
when you start making fabrics with switches to switches.

I personally like Ancor's direction of using a 4-port
non-blocking switch on a chip. In theory, these are
building blocks which could let you demolish the competition
in price/performance when boxes are built with a lot
of ports. In short, Ancor is a hardware company
mostly. Brocade has more invested in software (firmware)
which could explain their special sensitivity to giving
Sun source code. [My apologies to all concerned for
broad brush generalizations.]

One burning question is whether the switch latency
advantage Ancor has staked out will ultimately translate
into the top performing switch. Instinct says yes, but
the proof is in real-world SAN problems moving terabytes
of data among dozens of servers. I personally know of
three highly competent groups which have both switches
in hand. We should know for a fact within weeks.

The computer business is probably the most cut-throat
around. Price/performance means everything. If
Ancor has the goods then there is little need to talk
at this point.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News