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.

Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (9964)	4/21/2000 5:35:00 PM
From: No_underscores	Respond to of 17183

Brocade is doing extremely well, and the other 3 of that group (Ancor, Gadzoox and Vixel) seem to be fighting for the scraps. It certainly seems that way; thanks for your response, Tony. Also, since my last post was my first on this thread, I should've stated that I'm long EMC and VIXL (especially EMC, of course), with no positions in any of the other companies mentioned. Mea culpa for not having disclosed this originally. -- Slightly OT, again: Since many on this thread may be interested in Fibre Channel companies, and since I can't find the following item referenced on this thread before (apologies if it has been already), here's Vixel's response to an extremely dirty tactic by Brocade which was to the detriment of both Ancor and Vixel: vixel.com N_u

To: Tony Viola who wrote (9964)	4/24/2000 1:04:00 PM
From: Bob Frasca	Respond to of 17183

Of the four switch companies you mentioned, (Brocade, Ancor, Gadzoox, and Vixel), only Brocade and Ancor were originally in the switch business. (Ancor was actually first with a fibre channel switch but focused on the LAN. When they changed focus to SAN they had fallen behind Brocade.) Vixel and Gadzoox are hub makers who only recently have tried to gain entry into the switch market. The majority of their revenues are still gleaned from selling hubs including VIXL's revenues from Sun. Ancor has the Sun OEM for switches.