SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kerry Lee who wrote (12794)12/2/1997 10:42:00 AM
From: Joe13579  Read Replies (3) of 29386
 
>>I would encourage anyone out there to state why they think Brocade will "lock up" all the FC switch OEM business and "dominate" the category. Ed and Rob, take a crack at it.<<

This is apparently becoming a pretty simple answer - I even mentioned it a couple months back. Technology does NOT speak for itself - Ancor may have the best switch out there, but it's WORTHLESS if it's not marketed properly (and abundantly). That's why inventors of new ideas will only see about a 0.5% - 4% royalty versus the marketer that gets at least a 10% - 20% royalty. I have seen hundreds of inventions and ideas that are superior to existing technology, but they'll never make the marketplace only because of insufficient and ineffective marketing.

Budweiser beer is a horrible beer, the only reason anyone buys it is because they're brainwashed by the incessant commercials they're exposed to and the abundance of availability at just about every liquor store and bar. You can bet that Brocade's latest deal will have a huge impact on marketing and advertising. If Ancor thinks they're going to become popular by having some sax player perform at their displays, they're crazy, but I'm sure the brainiacs at Ancor got a kick out of it.

Ancor management needs to fight fire with fire and saturate the marketplace with their advertisements like Brocade is doing (an idiotic press release is worthless). I don't think that experts from Cray can tell you that - what they need is a Lee Iacoca and not an Albert Einstein. Ergo, Brocade will most likely "lock up" all the FC switch OEM business and "dominate" the category.

-Rob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext