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To: Craig Stevenson who wrote (13582)	1/11/1998 1:10:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

"The StorageNet Fibre Channel Switch 4000 is a multiport switch that supports both fiber optic and copper fibre channel interfaces. The StorageNet Fibre Channel Switch 4000 will connect to fibre channel end points and to fibre channel arbitrated loops." Craig, My take on this is that Brocade doesn't necessarily need FC-AL in the actual switch, even though I think that is what Kerry was referencing. 207.183.153.88 I have confirmed that an FC-AL hub can plug into the switch and they also have a device on their web page that is an FC-AL plug in for their switch. brocadecomm.com I still haven't found out if these setups are slower. It would make sense that they are. On the other hand, most FC-AL applications will be fairly slow anyway, so this may not be a limiting factor.

To: Craig Stevenson who wrote (13582)	1/13/1998 2:16:00 AM
From: Kerry Lee	Respond to of 29386

Craig, you wrote: <<Seeing Morgan Stanley's name attached to Fibre Channel is interesting. How do they compare (size and stature) with Morgan Keegan, Robertson Stephens and Montgomery?>> NO COMPARISON... Morgan Stanley Dean Witter ( MSDW )is one of the Big Kahunas of investment bankers...2 things come to mind when I think of Morgan Stanley..they lost one of their top notch deal makers who left to form Deutsche Morgan Grenfall (DMG is a division of Deutsche Bank ) for big bucks and secondly, I recollect that they did the Netscape IPO and everyone knows how successful that IPO was ( at least for the insiders, VC's and mutual funds who bought in at the offering price and flipped it within weeks for an easy double )..Just think what the Morgan Stanley name could do for the credibility and awareness of the FC switch market ( this is probably what MS bankers are pitching to Brocade ) Morgan Keegan is a regional brokerage/boutique out of Tennessee (?)Probably higher up the food chain than Kinnard. Robertson Stephens is now owned by Bank of America...Montgomery is well-regarded for technology but I believe they are small potatoes compared to Morgan Stanley, Merrill Lynch and Goldman Sachs whom I think are the blue chip underwriters. Quite frankly, they're ALL prostitutes as "BUY" ratings are exchanged for underwriting fees and IPO's are far more lucrative than secondary offerings.