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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD)

BRCD 12.73

0.0%

Nov 20 4:00 PM EST

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To: Lizzie Tudor who wrote (1285)	1/8/2003 1:34:10 PM
From: E_K_S	Read Replies (2) of 1583

Hi Lizzie - You must be reading my mind. I too have been accumulating BRCD the last 10 trading days and also concluded that the enterprise storage management software sector would also be a good play. VRTS came up on my radar screen but I may wait awhile as briefing.com had a story stock article today which was good but the stock is still weak. Did you see the story today about STK and BRCD? I like the one regarding IBM & BRCD. IBM's Tivolli enterprise management software if integrated with the BRCD products should be a winner. Also this week IBM announced that they will also market CSCO's new switches (again they will integrate with their Tivolli software). Since IBM recently divested themselves from their hard disk storage division (sold 70% to Hitachi), perhaps IBM may be on the acquisition to buy a SANs (and VSANs) company with the focus on integrating their storage management software throughout the enterprise. The SAN fabric switches have a much higher margin than hard drives combined with customer storage management software service contracts make for a great combination in a huge growth market. ======================================================= Also here are some recent links from my research on BRCD. Brocade to Acquire Rhapsody Networks As the result of the acquisition, Brocade expects to deliver to market a new class of intelligent fabric application switches, which will be fully interoperable with its SilkWorm family of Fibre Channel fabric switches. Brocade estimates that the first fabric applications based on these platforms will be available from specific OEM partners by the end of calendar year 2003. Brocade SAN Solutions: A More Effective Approach to Information Storage and Management nwfusion.com Brocade and IBM Team to Deliver Standards-Based Management S... October 7, 2002: 8:22 a.m. EST money.cnn.com Oil Refiner Drills SANs Together byteandswitch.com Ever tried to knit together two multiterabyte SANs -- one comprising Brocade Communications Systems Inc. <http://www.brocade.com>switches, and the other McData Corp. <http://www.mcdata.com> directors -- that are 20 miles apart, each supporting several thousand users,with only five people to complete the job? EKS P.S. I know you also follow SUNW. SUNW recently acquired a private company that will also allow them to develop a VSAN type enterprise storage product but it sounds like it will be proprietary to the Solaris environment but I am not totally sure. Sunw's approach is similar to Cisco's design where FPGA's are incorporated into the switch design that allow on-the-fly programming of the fabric switch. The BRCD/Rhapsody VSAN approach is both a hardware and software solution. I believe the hardware still utilizes static ASICS (or even the new LSI ASICs that provide for some chip level programmability) but it is still dependant on their proprietary software hooks built into the hardware. I am not sure how all these next generation devises will develop but you obtain the most flexibility with FPGA's but unit development costs are more (but falling). The key will be how the enterprise management software works with all the different devises. Here I believe IBM is in the lead.

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