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To: foundation who wrote (30062)	8/17/2000 11:03:06 AM
From: LindyBill	Respond to of 54805

RE: Brocade This has been one of the bright spots in my Portfolio this year. I am up roughly 35% on it ytd. Brocade and Broadcom have been very good to me this year!

To: foundation who wrote (30062)	8/17/2000 12:41:26 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Brocade.... No doubt that Kumar is the sell-side analyst for Brocade. I imagine that Briefing.com and Kumar did some discussion before that article was written. If you have followed his 'calls' on the fibre channel industry over the past two years, you know that his track record is suspect. Most interesting in one of the interviews yesterday was Brocade's CEO, Greg Reyes, saying "that he felt Ashok was a very astute analyst when it comes to semiconductor component companies, but may be out of his league trying to cover networking or storage stocks." On the other hand, plenty of firms have had nothing but glowing remarks after last night's earnings report from Brocade and estimates are being raised all around for this company with accelerating revenue growth in their tornado. Wit Soundview Robbie Stephens Chase H&Q Bear Stearns Goldman Sachs C.E. Unterberg, Towbin Deutsche BB

To: foundation who wrote (30062)	8/17/2000 1:28:48 PM
From: DownSouth	Respond to of 54805

Ben, that is an excellent, well-balanced article that deserves our attention. The future of FC is foggy, imo, though I have not written if off yet. There is a parallel development that may be of interest, and that is the Direct Access File System (DAFS) and Virtual Interface (VI) technologies and standards being spearheaded by NTAP. In a nutshell, VI over DAFS will create a file system layer that is agnostic to the communication protocol/media underneath. So very fast file operations will be able to occur on GigabitEthernet (GbE), Fiber Channel (FC), Infiniband, and SoIP using DAFS/VI. So vendors that support DAFS/VI won't care what their customers choose for a tranport or network infrastructure. FC will then have to stand on its own as a storage network media against GbE, Infiniband, SoIP, etc. Note that BRCD is a part of the DAFS alliance, so they should be on top of the situation. netapp.com