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To: Pigboy who wrote (26112)2/14/2000 11:18:00 AM
From: Nine_USA  Respond to of 29386
 
Related QuotesBRCD
214 1/4
+9 1/4
delayed 20 mins - disclaimer
Monday February 14, 11:08 am Eastern Time

Alert: Wit Soundview Raises Brocade Communications Target to $300 From $195 (NasdaqNM:BRCD)

(This is a headline-only alert, although it will likely be followed by an article soon)



To: Pigboy who wrote (26112)2/14/2000 2:59:00 PM
From: Joe Wagner  Read Replies (2) | Respond to of 29386
 
Pigboy, Thanks for your post! I think Gilder is correct in many of his thoughts. I agree that he doesn't "get it" on Fibre Channel. But the way I look at it, is in the long run, the technology that plows the way for an entire ecosystem to reduce costs usually wins, when it combines with other technologies to form a more robust ecosystem. An ecosystem with Sonet may be healthy today, but the marketplace keeps churning out new combinations of solutions, like a rubics cube, eventually the combination needed for the better technology to surge ahead, will line up and the ecosystem as a whole will move on to the new more efficient technology.

JW