Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 5
MBP1963,

If you search back on the gorilla game board I believe that I have at least attempted to provide the comparitive numbers of the fibre channel switch game since last year in terms of revenue. I don't have the time to locate the posts with the numbers for each quarter, but they are there as well as on the Brocade message board. Perhaps I make more posts on Brocade over at the SI G&K thread. Here's a few I've made in the last week:

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13882215

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13879946

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=13879870

The four companies we have been following are Brocade, Ancor (being acquired by Q-Logic), Gadzoox! (warned today) and Vixel. Brocade is the only one turning a profit (for several quarters now) and the underlying health of their business model was presented in a very excellent way by TMFFuz in the original post to this threaded message.

Not to put the apple cart way in front of the horse, but the game certainly is tilted in Brocade's favor at this point in time.

BB
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.