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.

Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: iceburg who wrote (12803)	12/2/1997 11:04:00 AM
From: Pierre Aydin	Respond to of 29386

I guess this is a repeat of March-April of 97. Will be looking to add more. Pierre

To: iceburg who wrote (12803)	12/2/1997 11:28:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Steve, I wouldn't call it panic. I think all of the relevant marketing/sales factors have been discussed here since the Brocade release and I won't repeat them again. My read is that the consensus is: 1. There is a clear and expanding market for FC. 2. Ancor's marketing has definitely improved, but (even though they are not on the same playing field as Brocade) it is not nearly as effective as Brocade's. 3. If all the releases are correct, Brocade is clearly going to be a successful company. Ancor's future is less certain. 4. Technical superiority may not carry the day, because in many applications it is a wash. Another factor mentioned was that Brocade does seem to have expertise in video applications that many of their customers want.