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: Jeff R who wrote (19016)	10/30/1998 5:36:00 PM
From: Craig Stevenson	Respond to of 29386

Jeff, <<I work in this biz, and right now I say I would buy a Brocade switch if I was to buy. Brocade seems to have a stronger marketing presence and the market share speaks for itself.>> Thanks for the response. I know you don't have time to read back through all the previous posts, but I have LONG advocated that Ancor had to build mindshare along with market share. Up to this point, they haven't done a very good job of either. The new MKII-8 switch, along with the new advertising campaign may change that. <<There will be more details forthcoming at COMDEX in November, regarding the Brocade market share.>> Do you expect OEM and/or product announcements from Brocade during COMDEX? Craig

To: Jeff R who wrote (19016)	10/30/1998 6:47:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

Jeff, <<I work in this biz, and right now I say I would buy a Brocade switch if I was to buy. Brocade seems to have a stronger marketing presence and the market share speaks for itself. >> Is this comment based on any specific head to head testing/ evaluation and or price and feature comparison of the Silkworm Vs the MK II or an overall marketing impression ? Has your firm talked to both companies ? To be fair [to quote Cal Nelson] you would have to include Vixel as a switch vendor although we haven't heard much from them since their acquisition of Arcxel, what do you hear ? BTW- i think GADZ is a specialty retailer, Gadzoox Networks [ Gibraltar Hubs, Denali Switch, Ventana Management Software] is the FC [private] company. <<I am calmly waiting for Brocade to go public.>> Any SAN industry buzz re if Brocade is planning a post "final" round of financing prior to coming public ? <<There will be more details forthcoming at COMDEX in November, regarding the Brocade market share.>> Brocade has been very quiet since Brenda C. hit the door. Comdex anxiety coming up next. <g> Neil