SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nick chacos who wrote (18571)2/23/2000 11:42:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Nick,

Sorry for the longwinded post. I've been waiting a while for you all to discuss the Ancor/Brocade story in more than a superficial way so I could throw in my 2 or 3 cents worth.

More like a C-note. Thanks!

You mentioned that you don't know whether Ancor's mega-port switches are discontinuous relative to Brocade's fewer-port switches. Let's assume for the moment that they are continuous. Even so, is it possible that the nature of the two markets are so different, as I inferred, that they might accomodate two different gorilla games going on at the same time? As an example, Geoff Moore proposed a long time ago that the mid-tier front office space would be a distinctly separate gorilla game from the top-tier game that came first.

To all,

By the way, my initial impression is that the FC switches are a gorilla game, not a royalty game. You're right that they interface with a non-proprietary standard. But that doesn't make it a royalty game. If it did, anything that interfaced with the TCP/IP protocol would be a royalty game. Instead, I'm suggesting that both Brocade and Ancor have proprietary architectures that make it possible for their switches to be interopable with the non-proprietary standard.

I'm either putting a bright light on my ignorance or I might be right about it being a gorilla game. Which is it?

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News