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

To: Boplicity who wrote (26296)	6/13/2000 2:52:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 54805

My cajun friend, the FC versus ethernet discussion is an interesting one. FC is at this time more suited for server to storage data movement, but is plagued by an ill defined standard that prevents interoperability between FC switches from different manufacturers. As Gigabit ethernet and 10Gigabit ethernet media becomes reality, the advantage of FC's larger packet sizes will be overcome by the sheer speed of packet switching by ethernet. On the other hand, if a company such as BRCD becomes the defacto standard for FC, then the incompatibilities between manufacturers becomes a competitive advantage for BRCD. As CSCO and BRCD work for a FC to IP interface, BRCD's value chain gets very long and strong and the use of FC versus IP becomes almost irrelevant. I'll bet these two have a phase III plan involving FC and IP integration that will settle the matter for a while! The "FC camp" will only applaud it if BRCD doesn't dominate the switching market through proprietary products which work with the new innovations. I am sure that BRCD is going to do what is good for BRCD, regardless of the "FC camp". Could be that BRCD is taking the lessons that CSCO taught in the IP market and applying them to the FC market, with CSCO's hands-on assistance.