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 (39258)	2/14/2001 2:31:20 PM
From: lurqer	Respond to of 54805

as infiniband, GbE, and other innovations are sucked into the storage networking tornado That "state of flux" is the reason I've avoided BRCD so far. Not only is the "wheel spinning", it seems to be accelerating. Again, JMO. lurqer

To: DownSouth who wrote (39258)	5/28/2001 12:10:29 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

The thing that keeps BRCD from being declared the Gorilla is that though they have a big share of the fc switching business, the fc standard is in constant change, searching for the key to interoperabiliy. Also the market is growing so rapidly that unless BRCD can continue to capture 90% of the new business, their share will diminish almost instantly. SAN JOSE, Calif., May 21 /PRNewswire/ -- Brocade Communications Systems, Inc. (Brocade(R)) (Nasdaq: BRCD), the world's leading provider of infrastructure for Storage Area Networks (SANs), announced today that according to new industry research published by IDC, the company continues to extend its lead in the Fibre Channel hub and switch market and gained market share by all measures: factory revenue, units and port count. According to the IDC data, in 2000 Brocade accounted for 93 percent of all fabric switch factory revenue and port shipments and a majority of the overall SAN infrastructure market. IDC believes fabric switch port shipments will experience a compounded annual growth rate of 69.4 percent from 2000 to 2004. In addition, IDC estimates that by 2004, fabric switches are expected to account for more than 67 percent of all SAN infrastructure ports shipped. The IDC Report "2001 Worldwide Fibre Channel Hub and Switch Market Forecast and Analysis, 1998-2004," which will be published by IDC later this month, ranks Brocade as the number one provider of Fibre Channel fabric switches in 2000 and 2001. The report also shows the Fibre Channel switch market growing rapidly with factory revenues forecasted to reach more than $1 billion in 2001, or 60 percent more than 2000. "Our data indicates that Brocade continued to gain market share since our last report in 2000, increasing its share of the total market by all counts in a market that is growing at a rapid rate," said IDC analyst, Eric Sheppard.