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

To: Bruce Brown who wrote (36791)	12/19/2000 9:41:10 AM
From: GuinnessGuy	Read Replies (1) \| Respond to of 54805

Bruce, Not sure where to begin. Your sentence about BRCD's looped switch version as opposed to director class makes no sense. They are apples and oranges. BRCD is NOT making their money off on 'looped' switches, they are making off of full fabric switches. As far as the 2 gig version, you might want to listen to the presentation given to analysts by Qlogic. I believe it's still available on the Qlogic website. One of the surprises that they note is the level of interest in 2 gig switching even at this early stage of the game. Granted, Qlogic is almost entirely driven by OEM's so it will take some time before they are finished qualifying these directors. As far as director class switches, BRCD announce a cobbled together multi-16 port solution. Not a true director. As they use an ASIC scheme which relies on a shared memory approach, it is not as easy for them to scale their switches. We'll see what happens. IDC is one who puts out many of the forecasts that you have inquired about. A poster here in SI by the name of 'Gus' has frequently cited them in his exhaustive, well documented posts. I'd suggest you bookmark him. And no, he's not an Ancor investor that I've ever heard. -g- He seems to favor MCDT as an investment. Again, BRCD addresses only the switch segment of the SAN's market. They have about 90% of that to themselves. Again, hard to gain share there which is why they no longer emphasize that segment in their marketing spin. Now they talk only about the overall SAN's market share. Makes it sound much more impressive. Craig