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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: J Fieb who wrote (3510)6/27/2001 6:01:48 PM
From: Douglas Nordgren  Read Replies (2) of 4808
 
Dr. J.,

If I remember correctly, the FC-SW-2 was originally slated for ratification early this fall, to coincide with BRCD's 2Gig rollout. Can't get any earlier in the fall than summer. <g>

I expect to see the predominant 1Gig switch in the channel (BRCD) to undergo pricing pressure now from 2Gig. If they cannot ship 2Gig now, I suppose they must continue to build 1Gig (or work thru inventory) and sell them cheaper than rival 2Gig. Yeah, that's the ticket.

Twice the throughput at the same price as 1Gig is a compelling argument for 2Gig sales, wouldn't you think? If it's shipping to the channel now, OEMs can't be far behind.

Do I hear anybody exclaiming that First to Market is a "non-issue?"

Douglas
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