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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: buck who wrote (9604)3/15/2000 12:31:00 PM
From: J Fieb  Read Replies (2) of 17183
 
Buck, Here are a few excerpts that show the source for some of the McData talk.....

"However, when we get to a director class product, 64-port solutions, a single backplane (Ancor) is a superior solution to a cascade (Brocade). We expect large installations to be aggregated on 64-port rather than 16 port modules. Ancor recently announced that they will begin marketing Inrange's 64-port solution by summer. Furthermore the incumbent in this segment, EMC (McData) has a director product that is a weak approximation to a FC switch. It does not feature any E_ or FL_ports. Ancor is well positioned to gain share at the high end. Furthermore, we expect the director class product to represent over half the FC switch revenue market by 2003. "

PJ's Kumar said that in Nov.

Message 12075022

So in Nov. McData directors had no E, or FL ports?

ANCR site defines those ports as follows;

Fabric Port Types All ports can assume the following states:
? F_port: Fabric
? FL_port: Fabric loop (public loop)
? E_port: Switch-to-switch


So this means that McData couldn't hook up to loops, and no
switch to switch connections. How big a fabric can they make? Now I don't know why McData wouldn't just add these ports in a new generation, but it also shows why Inrange, MTI, SUNW may be able to offer more functionality at a better price if EMC doesn't move things along. Any thoughts
Buck or anyone?
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