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Technology Stocks : Brocade Communications Systems,Inc. (Nasdaq-BRCD) -- Ignore unavailable to you. Want to Upgrade?

To: Roy Sardina who wrote (300)	11/8/1999 10:57:00 AM
From: TigerPaw	Respond to of 1583

Okay, you win! I'm in for 50 shares at this astronomical price, because it seems that BRCD won't cooperate and offer up shares for the price I want to pay. TP

To: Roy Sardina who wrote (300)	11/11/1999 10:52:00 PM
From: FC_Fan	Respond to of 1583

To Roy Sardina's post Hi Roy, >i go away for a couple of months and someone gets to be me.....this guy spells better than i do (or at least types better) and he complemented me on my FC knowledge (something none of you other ingrates did I might add) Seems rather well informed, and certainly is bringing up a number of great points. Thanks for the compliment. I too think that your previous posts indicate a very good knowledge base in the FC sector and it's always useful to me to read them. As a small side note, I was actually referring to the Brocade employee that other posters think I am now (for some reason they don't think I'm you anymore..), as someone I had the pleasure of meeting at training, and that if they confused me with him, that it was a tremendous compliment to me.. But what the hey compliments all around.. >however Mr. FC_Fan, betting a company on Sun Revenuein the FC business is not exactly a bad bet (ask Vixel) Sun ships more FC iron than ANYONE in the business. (spoken like a true 10+ year employee of Sun) Agreed. Sun has demonstrated a tremendous business model for FC loop based storage solutions. It certainly seems that they have sold LOTS of them. BTW I hope I didn't come across as suggesting that "betting a company on Sun revenue in the FC business IS a bad bet". I think that any switch vendor who partners with them, as Ancor is now, will realize a boost from that. Look at the recent rise in Ancor's stock with only the pre-release announcement that Sun will announce an available Sun/Ancor loop SAN at Comdex, to drive it. Sun is definitely good for FC companies. However I don't think past indicators of FC business at Sun will play out exactly as they have moving forward. A loop based config is a very different environment from a switch based fabric. And while Sun has sold lots of hubs and loop based FC nodes, they are nowhere on the radar screen for selling something their customers are asking for louder and louder. Switch based heterogenous SAN fabrics. Sun is starting out last amongst all OEMs except HP/UX here. Sun has been enjoying themselves quite well in a effectively "closed" world where it's been basically a pure Sun play. Customers are indicating to me that they are looking to roll out SANs that touch all servers, and all storage devices. That storage devices will compete on an equal footing amongst themselves, and that they expect their future servers to plug into SAN fabrics in the same way that they plug into their LAN fabrics today. >Anyway, I continue to be amazed at the number of people still saying there can only be one winner here. There has never been a market that has only one player in the sommunicaitons business (think phone switches, routers, etc.) I now for a fact there are several companies either funded or seeking funding (and likely to get it to do FC switches) I agree that it's wrong to think that there will be one of anything in a sector. Things like Microsoft and Intel (for the desktop market only) happen infrequently I think. However where we may disagree is where the bar is set at. I think that for anyone to build a competitive FC switch, they're going to have to match Brocade's implementation. (IMHO) Now if you want to pass along some sweet DD, you could let spill with exactly which new companies have formed in this space, so we can all watch them together.... thanks for the response..