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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (10834)	3/13/2002 9:19:01 AM
From: Wizard	Read Replies (3) \| Respond to of 57684

Not dumb. I think everyone, including myself, kind of had that reaction at first. The 2Gb product is just now getting stress-tested and going GA so there is a reason to wait on it. This is a very good reason why MCDT missed their quarter (among other things) - waiting for BRCD's 2Gb product. Brocade is being very aggressive because they can be. They are going for unit based market share right now and drive SAN adoption. It is very aggressive pricing. They are leaving near-term revenue on the table in order to drive long-term strategic position as the de facto SAN fabric. Is this a good strategy? I think so. Crushing McData is a part of their strategy as well...