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To: SteveG who wrote (1980)	8/18/1999 12:12:00 PM
From: mthomas	Respond to of 5853

Steve, I just re-read some posts, I do not know how I missed yours. Thanks for answering my questions. This moves me forward a bunch. Martin

To: SteveG who wrote (1980)	8/18/1999 1:41:00 PM
From: Joe Wagner	Respond to of 5853

Ancor's product is better than Brocades or at least on par. Brocade is from the Silicon Valley and has some good connections, that seem to be helping it in the press. Why does IBM use Sun's product in its server farms? Why does Sun get most of the internet storage business? Because it has the best product and the best suppliers. Sun chose Ancor. MTI Storage also uses Ancor. Look at MTIC's press releases about who they are working with. Fast growing internet companies that demand the best solutions for their fast growing storage needs. Ancor also supplies Hitachi. I believe Hewlett Packard dropped EMC and is using Hitachi. Regards, JW

To: SteveG who wrote (1980)	8/18/1999 9:43:00 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 5853

SteveG, Get your FUD facts straight. Re: "And with 80% share across all market levels based on award winning Silkworm 1000 series, the recent introduction of the reduced-cost (2 ASIC) advanced-featured Silkworm 2000s ensures that competition remains nominal." Ancor has had this feature for over six months. And they are not far from placing 16 ports on a single ASIC. With Brocade left with their 4 ports per ASIC, who is then going to have cost advantage? And the 80% market share across "all market levels" is again wrong. They still sell a disproportionate number of switches to Sequent, which isn't even a SAN application, per se. However, I will concede that Brocade has the greatest market share "across all levels", but only in a market that has hardly even begun to rock. IMO, Brocade has been mighty touty lately. They have been highly overstating any comparative advantages of their switch over Ancor's. Of course, this is part of their strategy; to get folks like you into thinking that they ARE the Gorilla. Perception is everything, right? IMO, they are really worried about Ancor's impending techno-lead and want to make sure that everyone 'knows' that they have the best switch, whether it be the truth or not. This will be an interesting battle between two teething Gorillas, that's for sure. P.S. - Were you aware that Ancor's public offering was/is to be priced after the close of trading today? Craig