EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Tony Viola who wrote (12954)	8/10/2001 8:50:50 AM
From: Bob Frasca	of 17183

Tony: "Practically everyone uses Brocade switches, and many use QLogic HBAs. " That may be true but Brocade does not have a 2 Gig solution while Qlogic is shipping an end-to-end 2 Gig solution, i.e. controllers, HBA's and switches. Brocade is losing market share to Qlogic, McData and, to a lesser extent, Gadzoox and Vixel. I'm not actually convinced that Sun will qualify Brocade's switches. Qlogic also has an excellent relationship with Hitachi so to assume that Brocade will get in at Sun simply because of the relationship is, in my opinion, a bit of a reach. I think Brocade's shooting star is about to flame out.

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