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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: SteveG who wrote (2019)	9/1/1999 4:47:00 AM
From: Pigboy	Read Replies (2) \| Respond to of 5853

<< finally had the chance for extended discussions with Brocade recently to clarify what i wrote previously. >> Steve, I very much appreciated your posts on the WCII thread. As for 80-85% market share. Its as simple as pulling up the latest Q reports from Brocade (20 mill rev.) and Ancor(3.5 mill rev.). But this market is obviously just beginning and most of Brocade's revenue last Q came from Sequent I believe and Mcdata. Although Brcd has large oems, lets not forget that Ancor has won Sun, who may be the largest volume switch maker over the next several years. The revenue from Sun is not supposed to start coming in till 4Q for Ancor. I HIGHLY doubt people like SUNW and MTIC would oem Ancor if they did not possess the critical features. ;-) 1999 should be interesting as far as the SAN world volume ramp up for everyone (not that stock prices haven't impressed you yet ;-) Even here is a post from an industry insider, Roy Sardina, who has posted in the Ancor thread from time to time. He angered some shareholders of Ancor in the past because he wanted to buy Ancr a long time ago for pretty cheap, but he still likes them i believe. He used to work at Brocade and now works at G2, a FC hub maker. Message 10067988 Many people argue that Ancor's products are superior and that their old management (a different ceo when they lost sqnt to brcd a few years ago before the san market even existed) had the place in the wrong direction. There is whole new team there management wise and they have kept all their critical asic players/engineers. This is an EXCELLENT write up from a well respected poster named Technocrat. its two parts. Message 10455304 another post. Message 11067781 although its been frustrating from time to time in waiting for the SAN market to take off (many inside experts thought Last year was the year of FC), i have been an Ancor shareholder for a few years and tried to play brcd as an ipo but i sold too soon (sold last shares out at 105). i'm jealous of brcd's market cap, but very much believe ancr and brcd are the two leaders. hope i have helped in some way, pigboy