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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (18406)2/22/2000 7:32:00 PM
From: buck  Read Replies (1) of 54805
 
Mike,

As a student of the FC space, I personally don't believe that 64- or 128-port switches are necessarily next generation. This is nothing special in the internetworking world, and that world ain't that far from FC and SANs. I also can't imagine a world where Brocade managment, sales, and engineering is perfectly happy to stay with their 32-port switch for the remaining life of the company.

I can't think of anyone who came from way behind, like you describe it. As a buyer and a seller, I have seen IT purchases be delayed for as long as 18 months by Gorilla promises of future products. Just like all of us have. If Brocade doesn't have an answer "just around the corner" for Ancor's forthcoming offering, I'll eat my hat. I can just hear the spiel now...

Somehow, I don't think I've helped you any.

buck
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