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

To: Nine_USA who wrote (23961)	9/4/1999 8:43:00 AM
From: J Fieb	Read Replies (1) \| Respond to of 29386

Looked the N+I site over and couldn't find much on FC there. In Oct at that Storage NW World...... Cocktail & Buffet Dinner Sponsored by Hitachi Computer Products That must be the new name after they reorganized and bought out EDS's share. Also there is con. THis one may be for new players. I can't see that ANCR, BRCD, Vixel, Zoox will be there..... sresearch.com October 5-7 in Santa Barbara, CA at the Four Seasons Biltmore Hotel I/O Controllers, Adaptors & Software SAN Switches, Hubs & Routers Integrated Solutions NAS Software Embedded Operating Systems Storage & SAN Operating Systems Storage Management Software SAN Management & SRM Software Storage Arrays Thin Servers & Solutions File Systems & Protocols Data & Storage Sharing Software The emerging storage networking marketplace is creating huge new business opportunities for the computer, network and storage community. The SAN & NAS Collection brings together strategic new companies and products, including hardware, software and services. If you are building solutions for this market, join us in meeting with the participants in this important new opportunity. THIN SERVER? First time for that term... So hungry for news that I'm eating FC crumbs of left over Sanwiches. Do SANwiches create a new etity- thin servers? Good soundbite there for someone

To: Nine_USA who wrote (23961)	9/4/1999 6:38:00 PM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

>> BRCD's performance and building image has created an issue that can no longer be ignored. IMHO drop your gloves or be prepared to pay the price.<<< Frankly- I think Reyes has set the bar so high for Brocade that when it turns out they don't have 80% of the market locked up, if they can't deliver all they promised to their customers. do you think Brocade can stay in this sweet spot? Yes Brocade is good at PR which drives us all insane. But the customers and enginneers who will make the decision which switch to buy don't watch the chat room and message boards quite as closely nor does fidelity and the other institutions that have bought and rec'd Ancor look at them. We all are a little too close to it at this point and the war is far from over. I'll say it again. I'll take the SUN OEM into battle against Brocade any day and let's see where the 80% goes when SUN ships, then when HDS ships as MTIC becomes more and more successful do you think Ancor will have 4% of the SAN's switch market share.As our number grows Brocades will have to fall- Which spot better to be in? You make the call. Don't believe everything you read, Here or in the press. The war is being fought out there and let's see where Brocade is the moment the momentum shifts our way. Overpromise or Underpromise- Let's see which strategy wins. It's the only way to find out. Right? Best- Ed