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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)
BRCD 12.730.0%Nov 20 4:00 PM EST

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To: FC_Fan who wrote (281)10/28/1999 7:11:00 PM
From: Patrick Sharkey  Read Replies (1) of 1583
 
I think that your post is quite thoughtful, and it does pose the only question to be answered, by both Brocade and Ancor, and their customers: Does SANbox eliminate all of most of the shortcomings you and Keylabs have identified? If so, Ancor will move to the front; if not, Brocade will remain in front.

It looks as though first HDS, then SUN, then MTIC and then Thomson thought so, or thought that any remaining shortcomings were more than balanced by other advantages. The MTIC conference call today, in which they stated that the SANbox was evaluated against Vixel and Brocade switches, with Ancor the winner, was interesting and provided more up-to-date information than the Keylabs report, which did not test SANbox.

What new, and exclusive (which eliminates Clarion, since Clarion will install Ancor switches on request because they have had plenty of success with those switches) OEMS has Brocade landed since May of this year, which will install only Brocade switches? There may be things that have not been announced publicly, by both Brocade and Ancor, so that is why I wonder.

Like I said, you posed the question correctly, but neither you nor I know where things will stand in six months, do we? Perhaps both products will work well.

Does Ancor bash Brocade to the same degree as Brocade bashes Ancor?
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