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: DownSouth who wrote (26781)	6/25/2000 6:04:00 PM
From: Greg Hull	Read Replies (2) \| Respond to of 54805

Sir Galahad, <<As a part of Sun's recent NAS/SAN product announcement, they committed to support of all of the top brands of FC switches, including BRCD. This is the result of some pretty strong customer pressure, I am told.>> Actually Sun puts this a little differently. Sun will certify other brands of equipment, but the switches they will OEM will be Ancor. The analogy they have used in public settings since their 6/14/00 announcement is tires on a car. They are setting up their systems and tuning their suspensions for Goodyear Eagle F1 GS tires. Other tires will fit on the rims but the performance will not be optimized for those tires. Sun has said many times in the last year they have no plans to dual source. They will resell other switches if the customer specifically requests Brand X, but overall performance and feature set may be compromised. I still maintain if Cisco is intent on subsuming the storage network market, they're interested in subsuming Brocade-switched networks and non-Brocade-switched networks. The more the better. Why be content with less than 100% subsumption? Greg