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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Nine_USA who wrote (23961)9/4/1999 6:38:00 PM
From: Eleder2020  Read Replies (1) of 29386
 
>> BRCD's performance and building image has created an issue that can no longer be ignored.
IMHO drop your gloves or be prepared to pay the price.<<<

Frankly- I think Reyes has set the bar so high for Brocade that when it turns out they don't have 80% of the market locked up, if they can't deliver all they promised to their customers. do you think Brocade can stay in this sweet spot? Yes Brocade is good at PR which drives us all insane.
But the customers and enginneers who will make the decision which switch to buy don't watch the chat room and message boards quite as closely nor does fidelity and the other institutions that have bought and rec'd Ancor look at them.

We all are a little too close to it at this point and the war is far from over. I'll say it again. I'll take the SUN OEM into battle against Brocade any day and let's see where the 80% goes when SUN ships, then when HDS ships as MTIC becomes more and more successful do you think Ancor will have 4% of the SAN's switch market share.As our number grows Brocades will have to fall- Which spot better to be in? You make the call.

Don't believe everything you read, Here or in the press.
The war is being fought out there and let's see where Brocade is the moment the momentum shifts our way.

Overpromise or Underpromise- Let's see which strategy wins. It's the only way to find out. Right?

Best- Ed
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