Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (18577)	2/23/2000 11:57:00 PM
From: nick chacos	Read Replies (1) \| Respond to of 54805

"I'm either putting a bright light on my ignorance or I might be right about it being a gorilla game. Which is it?" FWIW, Paul Johnson, one of the authors of TFM proclaimed Brocade to be the gorilla, so you're in good company. Of course his opinion was from a biased perspective from my biased perspective.

To: Mike Buckley who wrote (18577)	2/24/2000 8:51:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 54805

RE: FC Switches <<To all, By the way, my initial impression is that the FC switches are a gorilla game, not a royalty game. You're right that they interface with a non-proprietary standard. But that doesn't make it a royalty game. If it did, anything that interfaced with the TCP/IP protocol would be a royalty game. Instead, I'm suggesting that both Brocade and Ancor have proprietary architectures that make it possible for their switches to be interopable with the non-proprietary standard. I'm either putting a bright light on my ignorance or I might be right about it being a gorilla game. Which is it?>> Mike, To put it mildly, this is an intriguing possibility that I had rejected. I'm not surprised that you could see something I didn't, but would you be willing to say a few more words on this topic? I'm willing to help with the construction if you can sketch out the basic design. Greg