To: Mr. Big who wrote (71 ) 10/2/1999 9:48:00 AM From: sam Respond to
Don't get me wrong, I think the SAN space is gonna be huge. It is predicted to grow to over 10 billion a year in two years. Talk about growth! All the competing companies are gonna do well. No doubt about it. But, BRCD is clearly the one to beat. Why? Because the switch market is the definitely one to win. And BRCD controls perhaps 80% of that market. ANCR? Their problem is that they have no significant installed base, a clunky product. VIXL and ZOOX both are primarily hub sellers...and both want to win switch clients in a big way. Why? Because the switch market is growing much faster than the hub market. So both have recently entered the switch space in a grand way with new products. To be fair we have to give them some time to win clients. And, they both will. VIXL's product, the 8100, was tested against BRCD's Silkworm 2100 and did quite well, but not good enough to "wow" the industry. zdnet.com
