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To: Bruce Brown who wrote (37544)	1/4/2001 5:52:50 PM
From: DiB	Respond to of 54805

Bruce, I'd like to add another snip from that article [to balance things :o)]: "But despite Brocade's big talk and its large market share, there are a handful of other switch makers out there. McData (MCDT), for one, a company that recently spun out of EMC, offers what is called a director-class switch, which differs from Brocade's in that its strength is high redundancy, as opposed to networking multiple switches together. "We've been in the enterprise market for a number of years -- since 1982," says Jeff Vogel, VP of marketing and system-integration services at McData. "We're known in the industry today as the exclusive supplier of high-end optical-switching solutions for both EMC and IBM." The company dominates the director-class switch market with a 98.8 percent market share, Vogel says. He adds that this market is the fastest-growing segment within storage, increasing at a rate of 129 percent per year. He expects that McData will experience some competition, however, as the company grows. "As we expand our portfolio, we'll see competition from people like Brocade. But we will take advantage of our core positioning in the data center and in the enterprise in general," he says.

To: Bruce Brown who wrote (37544)	1/4/2001 9:13:53 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Another rate cut after the bell today. A minor one, a 1/4 on the discount rate, but the Fed must be scared to death to do it this soon. It's like a "goodnews, badnews" situation. The rate cut is good, but the reason for it is probably bad news on the employment report due out tomorrow. My feeling is that the companies most of us are in are going to have great quarterlies. I used to think that this would propel the stock prices, but lately nothing is for sure.