Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: buck who wrote (17321)	2/6/2000 3:22:00 PM
From: Greg Hull	Read Replies (1) of 54805

RE: Fibre Channel Buck, Let me second UF's comment: I'm very impressed with your FC overview. Very well written and very informative. Since you are an industry insider I am interested in your thoughts on this point: I do believe that the FC fabric market will produce either a Gorilla or a Very Strong King. Am I correct to infer that you believe Brocade can/will be a Gorilla in Fibre Channel switching? I realize that Brocade is the subject of another PH report, but I'm interested in your thoughts on the matter. Why would the Big Boys (EMC, IBM, Compaq, SUN) of storage tolerate the presence of a Gorilla in FC switching when they have it in their power to squash the possibility now? What is it about Brocade's products that would cause the storage vendors to fall in line to support their Gorilla status? Thanks for taking the time to educate the thread on FC. It's also nice to find another hockey fan. Greg

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