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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: eric sahlin who wrote (23198)	7/6/1999 4:10:00 AM
From: Pigboy	Read Replies (1) \| Respond to of 29386

hey eric, Came across some interesting posts here on SI by Frank Coluccio regarding SANs and FC. He's one of the brightest posters here in the threads, in my opinion. Message 10381759 The last URL on this page, the NGIO link is pretty cool. Also, Message 10385254 I believe George Dawson has told me before about the DWDM-FC evenual connections. I wonder if the switch makers are doing something here now? As for your EMC cc comments...they ARE interesting. I heard last tuesday from a friend who talked to EMC IR that Brocade lost Mcdata as a customer. I believe he said they had performance problems with the Brocade switches. I haven't called EMC IR to confirm if this is true or not. I also wouldn't take this as good news to Ancor, just bad news to Brocade, as your posts seems to come close in saying also. In defense of brocade, maybe mcdata wanted to use their own stuff and just needed any reason to do so. As far as EMC's stand alone switches (from Mcdata?), I saw Ancor's, Brocade's, and EMC's switches at Networld InterOp and EMC's were HUGE. And as i recall, the Mcdata stuff was very expensive, so you got me as to what EMC is up to or if they have good reason to slam brocade. Anyone got more? all imho, pigboy

To: eric sahlin who wrote (23198)	7/6/1999 8:04:00 AM
From: nic	Respond to of 29386

Eric, thanks for your thoughts on the EMC conf call. I'm reminded of an interesting post here a while back: Message 7821188 Don't know whether this could be a realistic scenario... - nic

To: eric sahlin who wrote (23198)	7/6/1999 8:46:00 AM
From: John E. Mansfield	Read Replies (1) \| Respond to of 29386

Eric - This is all my opinion, but I know enough about EMC to believe that they will attempt to insource as much of the SAN key components as possible. If (big IF) they view the switch as differentiating, they will try to keep it in-house. That being said, EMC's strength is the software that resides within the SAN (Symettirx and Connetrix are software centric), not the hardware components. They sell based on the softwares capabilities, performance is taken for granted. The McData switches are huge (smallest is 32 ports?) and expensive. In set-ups that require large numbers of smaller switches, they could OEM or even co-brand another vendor. I could easily envision ESNs with a McData core switch(es) deployed with 8 port Ancor switches (absolutely pure speculation).