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.
Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bob Frasca who wrote (10516)6/21/2000 2:10:00 PM
From: Apollo  Read Replies (1) of 17183
 
...in a market that is already dominated by one player (Brocade) with another player trying to make a charge (Ancor).... They can see that Vixel and Gadzooks are having trouble penetrating the market As an EMC shareholder and as a big believer in the future of fibre channel I think they made the right decision.

Hi; hope you don't mind a lurker's questions.

Does this mean that you reckon Brocade is a great long-term investment, as it is the Market Leader with first mover advantage? Does Brocade have proprietary architecture to its products, or does it simply outexecute the other guys in the field? Appreciate your input.

Apollo
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext