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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Nathan L. who wrote (6994)	7/3/1999 12:05:00 AM
From: Technocrat	Read Replies (1) \| Respond to of 17183

> ... Just look at the recent IPO of BRCD and the move > in ANCR. McDATA is the best of breed & would already > have the SAN leader (EMC) locked up anyway. Both Brocade and Ancor are Fibre Channel switch manufacturers. I believe that McData uses a Brocade Silkworm switch inside which makes the product a mongrel at best :-) One has to assume that EMC would evaluate both Ancor and Brocade switch designs if they want to remain competitive with IBM. Brocade announced they had IBM's business recently. Ancor announced they won Sun's blessings (actually, Brocade has often declared they had Sun's business locked up until they went public). Speaking as an EMC stockholder, I sure hope EMC tries to do more than merely copy a bunch of IBM SAN designs discussed 18 months ago at conferences. Both Brocade and Ancor make good products. EMC may dual-source or pick the one with higher performance. I agree with you that McData has been holding EMC back and the company would do well to dump them at a tidy profit.