Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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) -- Ignore unavailable to you. Want to Upgrade?

To: KJ. Moy who wrote (23099)	6/29/1999 10:41:00 PM
From: John E. Mansfield	Respond to of 29386

KJ - Agreed wrt IBM. Your comments lead to to re-espouse my belief that Brocade and Ancor will NOT sell to the same vendors, at least tier 1's. The only plyer that I believe will duel source is EMC. They need to play with everybody as Symetrix's value prop. is open file management systems across os'es. So, if IBM is X % and Sun is Y% in the net market (not current data market) Ancor is looking pretty good wrt Brocade. Reaching but logic is sound. John

To: KJ. Moy who wrote (23099)	6/30/1999 2:54:00 AM
From: Eleder2020	Read Replies (2) \| Respond to of 29386

KJ-IBM let's go of 1100 people from their storage division and now goes into talks about taking over Sequent which has FC switches supplied by Brocade. Their would seem to be a link between these 2 events. Is that link a SANs strategy for IBM? Any chance you could connect the dots. Possible other factors? I'll just throw them out and you can shoot them down. 1)RS6000 possibly the fastest, most powerful number crunching machine on the planet with tons of proprietary software. Ask Gary Kasparov.<g> 2)IBM with many of it's flaws is still a software powerhouse. 3)IBM continuing to position itself as an Internet company and possibly the largest business to business e-commerce company(no data to back this one up, but it is clear that is their strategy). 4)Could their SANs(FC) strategy be tied primarily to internet data. 5)IBM very weak in storage. Throwing this stuff out to you to see how the dots connect.Just chuck out the ones that aren't relevant. On a final note-I did get one thing right last week. Posted that if IBM couldn't make it themselves they'd buy a whole company or three to get them back in the SANs ballgame. Message 10264248 >>>Who knows maybe IBM goes on a buying spree like they did a few years back with Tivoli and Lotus.<<< Thanks in advance, Ed