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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (11431)	11/29/1999 9:54:00 PM
From: Todd Bishop	Read Replies (2) \| Respond to of 54805

Brocade does have the Fabric OS and mgmt software but I know almost nothing about it nor whether it provides the kind of IPR that Cisco's IOS provided them... BROCADE SilkWorm switches leverage Fabric OS 2.0, which is unique embedded software that provides a set of management and fabric services. Fabric OS services include sophisticated routing protocols to simplify the construction of Fabrics, which may comprise thousands of storage devices and hosts in a SAN. In addition, BROCADE offers the following software products for use with the BROCADE family of Fibre Channel switches: QuickLoop 2.0 is an advanced Fabric software service which works in conjunction with SilkWorm 2400 and 2800 to allow these switches to co-exist in loop-based environments. Using QuickLoop and the SilkWorm switch, users can protect existing investments in servers and storage and still take advantage of the reliability and scalability of a SAN. BROCADE ZONING 2.0 is a service that enables the fabric to be segmented into virtual private SANs. BROCADE ZONING is policy-based and distributed to enable hardware-enforced fabric segmentation in multi-switched fabrics. BROCADE is the only company that allows for zones that logically span switches. Convenient zoning options allow users to zone by port, by device name, or by group of devices. BROCADE WEB TOOLS 2.0 provides a web-based interface for configuration and management of BROCADE switches. Using an embedded web server, the entire fabric can be managed through standard web browsers. Todd Bishop

To: DownSouth who wrote (11431)	11/30/1999 12:38:00 AM
From: Tom Ardnij	Read Replies (2) \| Respond to of 54805

With regard to Brocade and Intellectual Property Rights take a look at the following: Message 11122604 This was the August 31, time-frame. I read Paul Johnson's comments I believe at ZD Interactive. It was a summary of a BancBoston Robertson Stephens release on Brocade. I will try to find a link to the story if it is still archived. He (Paul) may have been hyping the stock. I am unsure if BancBoston Robertson Stephens had an active role in the Brocade IPO this past summer. In any case he used the terms "young gorilla." It certainly is not a full grown one based on the definition provided by the field manual, but I recall feeling that Paul Johnson's description had exceptional validity as to potential, since he was a co-author. Certainly, I have no regret investing in it as it is benefiting from the storewidth paradigm that Gilder talks about and is said to have proprietary technology for the fibre channel switches that make these storage systems possible. I'll see if I can find the link. Best Regards, Tom

To: DownSouth who wrote (11431)	11/30/1999 1:12:00 AM
From: Tom Ardnij	Read Replies (1) \| Respond to of 54805

Downsouth, I've searched for the links to the Brocade Communications article that you asked about. I am not having any luck at Ziff Davis and my other archives are taking me back only two months. This release was from BancBoston Robertson Stephens where Paul Johnson is employed as an analyst. The time-frame was mid to late August. I don't have access to the research archives at BancBoston Robertson Stephens. If anyone on the thread has access, they could help me find it. Otherwise, I'm out of luck. Best Regards, Tom