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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: James Fulop who wrote (19746)	5/8/1999 11:21:00 PM
From: blake_paterson	Respond to of 93625

Hi Thread / James: Went into lurking mode / new career in January but couldn't resist responding to this one: <<<<Any networking people out there know about this Brocade gigabit fibre channel switch that uses Rambus?>>>> Brocade is the newbie Fiber Channel Switch mfr which has done a great marketing job but may not have the best FC switch technology in the marketplace. They had most of the "blue chip" beta OEM's, but appear to be losing them to Ancor (ANCR), which has always led in terms of technical depth, but lagged in marketing and sales, while Brocade's offerings have had a high vaporware content. FC / FC Arbitrated Loop is the future of high bandwidth SAN, WANs, gigabyte ethernet. FC switches are at the heart of the technology, and are bought by SAN vendors (or other system VAR's, such as producers of air defense computers)and packaged into the final offering system / solution. The technology, just like RMBS, has been hopelessly poised to enter the tornado phase for several years, but it appears that 1999 is finally IT (see FC Alliance, etc on the web). I presume that Rambus would be used to maintain bandwidth for switching RAM. I'm not a networker, so I have to stop there. BTW, ANCR appears poised for launch, after 2 miserable years, by snagging Hitachi Data Systems, which just grabbed the HP account from EMC. Brocade is private, but about to do an IPO. Still long Rambus and long ANCR, BP