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

To: GuinnessGuy who wrote (36796)	12/19/2000 11:28:09 AM
From: Bruce Brown	Respond to of 54805

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. Yes, we'll see what happens with the 'cobbled together' vision. Here's the first 'cobbled together' shipping vision/version. Like you said, we'll see what happens. brocade.com 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. Yup. Gus and I swap posts every now and then on the Fibre Channel thread. I expect to own shares of McData at some distant point in the future along with all the other EMC shareholders on this board. Who knows? It may never come to pass, but I haven't felt any need to invest my money in McData yet. IDC has been consistently wrong on the conservative side with predictions. I think they've currently got about a 50% lower forecast than those inside the industry. This is about the same degree the IDC forecast was off for the current year. Now, that doesn't mean they will be wrong going forward, but it's something to consider if IDC is saying $3-4 Billion a few years out and industry insiders are saying $7+ Billion. 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. Okay, I guess the proper term I should have used that Brocade uses would be "scalable" SAN fabrics. The "pay as you grow" vision. [Many organizations start with a relatively modest server configuration and add new servers with or without associated storage. As the number of nodes in the network grows, more switches are added to the network. To simplify administration, the fabric automatically learns the network topology.] -- from Brocade white papers (http://www.brocade.com/SAN/white_papers/san_solutions.html) I favor the investment due to the technology, product adoption and value chains that Brocade and Emulex participate. Nice little ethernet acquisition Emulex made by the way. I imagine I could play a full basket of Emulex, QLogic and JNIC, but see no reason to at this point in the game for my own purposes. Ditto for the basket of Brocade, Inrange, McData, QLogic, Gadzoox! and Vixel. Too many things point to the leadership at this point. BB