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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: Gus who wrote (3734)8/1/2001 8:23:47 PM
From: pprobinson  Read Replies (1) of 4808
 
What I think Compaq is trying to do by supporting McData's directors -- which are generally found in core SANs supporting high-end servers, storage systems and mission-critical applications -- is to improve its ability to capture the departmental and workgroup SANs, but that's a very difficult strategy to execute because the vendor that controls the core SAN has a very good chance at controlling the edge SAN market too. Note the increased number of field reports of very aggressive pricing by EMC that makes absolute sense when one considers the importance of controlling the core SANs as a way to boost future growth not only at the core but at the edge as well.

Your above statement makes alot of sense. It also explains why Brocade wants to control the core as well, with the SW12000. Some quick questions: Do you think the 12000 will ever make it out of beta testing? If it does test out, do you think that it will be interoperable with Mcdata's installed base of ED-5000's and 6400's? Does the hot code load feature of Mcdata's directors necessarily make them incompatable with the SW12000? Finally, would there be any incentive for this installed base to use such a switch if it were compatable? Or is Brocade looking to market this switch to the masses of Compaq customers who may be buying their first director and are not so concerned with RAS?
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