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Technology Stocks : George Gilder - Forbes ASAP
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To: Pigboy who wrote (2020)9/9/1999 1:21:00 PM
From: SteveG  Read Replies (1) of 5853
 
i remember your name.

<..As for 80-85% market share. Its as simple as pulling up the latest Q reports from Brocade (20 mill rev.) and Ancor(3.5 mill rev.)...>

IDC has BRCD at 80% market share by revenue, and 85% of the market by ports installed

<..most of Brocade's revenue last Q came from Sequent I believe and
Mcdata...>

This was true a year ago. As of last quarter, 6 companies represented 91% of the Brocade's revenue - with Compaq the most at ~20%

<..I HIGHLY doubt people like SUNW and MTIC would oem Ancor if they did not possess the critical features...>

You seem to have missed the reason ANCR got SUNW. You can review my previous post to clarify if you like. And feel free to doubt as much as you like... OR you can talk to Ancor and Brocade, as well as oems and sell and buyside analysts.

hope you bought some BRCD in low 180s.
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