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

To: areokat who wrote (26737)	6/23/2000 6:01:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

ak, "fibre channel" has nothing to do with "fiber optics". FC is a standard for communications between a computer and its peripherals, replacing the SCSI (Small Computer System Interface). Most FC implementations are over copper, though fiber media is becoming affordable and viable. The term "fibre" in FC is a little language trick because the FC model is described as a "fabric" made up of "fibre". Thus the name of "Brocade" and its "Silkworm" switches. Confusing to lay people, but cute. What is exciting about the BRCD/CSCO effort is the promised interface between FC and the TCP/IP protocol used for LANs and WANs, making FC a more powerful protocol for long distance interfaces between computers and peripherals. That gives BRCD a distinct advantage over its FC competitors. I believe the tornado in which BRCD will spin will gain strength as NTAP rolls out new BRCD enabled products and CSCO delivers the babies of the CSCO/BRCD relationship. I agree that our gorilla watch is becoming exciting as we see RMBS emerge from the mist and SNDK go into a genuine tornado. GMST and BRCD hold great promise, imo.

To: areokat who wrote (26737)	6/23/2000 6:02:00 PM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

I've enjoyed the good thoughts mentioned on Brocade and Network Appliance. Watch the FC revenue growth over the next few quarters now that an interoperability standard has been chosen this week (Brocade's of course) for the FC space. EMC has certified Brocade's product with EMC completing certification on others soon. All good news for the FC space to get cranking with those hypergrowth sales to take the industry's revenues from $38 Million in 1998 to $30 Billion in 2003. "Fibre Channel Standards Committee Accepts BROCADE Proposal for Fibre Channel Switch Interoperability" biz.yahoo.com Here's the link to the announcement about Brocade partnering with Cisco for FC over WANs and MANs: biz.yahoo.com Here's a nice summary of what Brocade (SANs) does as well as what Foundry (LANs) does. It is coupled with growth projections and why this analyst has chosen Foundry and Brocade as his two favorite next generation networking stocks: biz.yahoo.com The Cisco/Brocade WAN/MAN FC over IP is really an important key to watch down the road. However, for now, it is important to realize that the stage has been set to fire up sales and see if the FC market can really grow to the predictions for 2003. The IDC figures are too conservative by a factor of 10 according to Brocade's CEO, Greg Reyes. Gorilla Gaming takes time. It doesn't happen in a few weeks or a few months. BB