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Technology Stocks : McData (MCDT)
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To: Douglas Nordgren who wrote (210)3/4/2001 5:34:40 PM
From: Gus  Read Replies (1) of 234
 
Thanks for the additional color, Douglas. It now appears that the quid pro quo for Brocade signing up with EMC's Data General unit for product support in late 1999 was EMC's qualification of Brocade switches for departmental and workgroup applications in early 2000.

Have you heard anything on McData's 2-Gig?

MCDT has a product announcement later this month and they indicated that by 3Q2001, they will upgrade all their switches from 1 Gbps to 2 Gbps -- 8-port, 16-port, 32-port and 64-port -- in addition to rolling out a 128-port director. The transition from 1 Gbps to 2 Gbps requires optical cabling so that may take happen more slowly in the enterprise market than in the service provider market, as you pointed out.

And when is HP announcing that MCDT OEM, or did I miss it?

When MCDT launched a new branding initiative in early January to support their reseller partners, they hinted that HWP was already using McData switches under their own badge. That was before the formal announcement last month so I think HWP will start to show up in MCDT's results.

Regarding potential slippages, I also think Brocade is behind schedule on their 64-port integrated fabric and 2 Gbps switch/directors. They're still beta-testing their large fabrics with the prewired chassis. McData made their prewired 39u chassis (up to 4 can be railed together and manged as one in less than 4 data center tiles) available to its resellers last October. I think their new switches and directors will miss this year's procurement cycle.

Heard any dirt on Compaq and Brocade? Brocade's storage software strategy seems to be on a slow-motion collision course with Compaq's storage software strategy. Compaq did $200M in storage software sales last year and they're rolling out Versator later this year in conjunction with IBM's Storage tank.
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