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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?


To: J Fieb who wrote (2030)6/21/2000 6:35:00 AM
From: Pigboy  Respond to of 4808
 
J,

<< Perhaps BRCD has laid the wrong foundation from the start, and it cost them the SUNW deal, and now that fear of ANCR being too small, others will feel comfortable about givng BRCD the boot. >>

I wouldn't rest on these laurels. ;-) Brocade is currently the fire breathing ferocious monster wielding all the power in her mighty mountain. In fewer words, Brocade is the Mo' and she will have the mo for AT LEAST awhile longer. I don't think ethics is going to come into play anytime soon.

The good thing I look forward to is the fact that the little number 2 dude (and of course, anyone with a brain is noticing that the #3 and #4 dudes are slowly...sliding) may take market share from Mr. *17* Whopping Billion. Considering, Ancor, as an example, with oems from the two leading OEMs in the Storage sector soon to ramp in a few weeks...has a market cap of ...err, under 1 Billion. He he.

Cheers,
pigboy