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: George Dawson who wrote (21212)	3/24/1999 9:52:00 PM
From: Louie Liu	Read Replies (3) \| Respond to of 29386

Brocade IPO I think the recent message from Asic_1 on the yahoo board about the Brocade IPO is very interesting. "I find Brocade going public now with the balance sheet they have and and the burn rate of the company tells me the rumors about Brocade is true. I don't think they can get cash any other way but to do an IPO or close their doors. I will say that if Brocade does sellout or fold it will affect the FC industry negatively." IMO. The Brocade IPO has failed to meet three conditions suggested by some contributors here. 1. $100 million revenue. 2. 10 OEMs. 3. Profitable. If we exclude the sale to Sequent, the FC switch universe in 98 was very small. If the VCs don't want sign anymore cheques, does that mean they don't believe in Brocade's future or the future growth for FC switches is less than spectacular.

To: George Dawson who wrote (21212)	3/24/1999 11:46:00 PM
From: Fang Li	Read Replies (2) \| Respond to of 29386

George, Have you listened RealVideo speech give by EMC CEO Michael C. Ruettegers? He talked about market opportunities and SUN. emc.com

To: George Dawson who wrote (21212)	3/25/1999 12:47:00 AM
From: Pigboy	Read Replies (1) \| Respond to of 29386

George, That was very interesting. I believe Technocrat (where is Kurt?) had an interesting opinion that it was in Sun's best interest to hold off on the SAN world as long as possible, even though it is inevitable. I was wondering if others feel this way? Sun isn't exactly an Windows NT cheerleader and it is clear Win NT will be very big for SANs and EMC wants to work in this space. All these big companies seem to shout about open vs. proprietary, but they all basically want their proprietary solution in whatever to become 'the' open one. I find it interesting too that people like IBM are partnering more with the likes of DELL and EMC. The Wintel world definitely isn't getting weaker because of it. Perhaps Sun will soon have to partner with someone in the NT space? I like Sun, but still am trying to figure out why they are so slow in SAN adoption? They talk about interoperability being a mess, but I am sure they have been testing and working on stuff for years, not months. They seem like they could take the bull by the horns in this field but aren't. all imho pigboy