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Technology Stocks : George Gilder - Forbes ASAP
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To: SteveG who wrote (1996)8/31/1999 7:08:00 PM
From: SteveG  Read Replies (1) of 5853
 
finally had the chance for extended discussions with Brocade recently
to clarify what i wrote previously.

as i suspected, BRCD confirmed that they:

a) dominate 80 to 85% of the managed switch market

b) have *unique* switch management functionality (relative to Ancor or
other competitors) which underlies their market share success,
specifically wrt:

1) routing algorithms which allow dynamic "hot" scalability
2) the (unlimited) ability to zone across fabrics - scalability
through intelligent cascading - allows "any-to-any" connectivity
3) looplet trunking which allows load sharing between inter-switch
links (ISL)

and again, NO competitors purportedly have any of this critical
functionality. if anyone has evidence of anything to the contrary,
please feel free to respond.
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