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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Roy Sardina who wrote (22523)6/11/1999 6:58:00 AM
From: KJ. Moy  Read Replies (1) of 29386
 
Roy,

Thanks for taking the time to answer some of my questions. This board is lucky to have an industry insider who is willing to share some info with us. However, I disagree with your accessment of Brocade turning down the SUN deal. It is just not logical to me.

<<<Q: Based on your vast FC industry knowledge, which Tier 1 OEM's are likely to generate the most FC switch volumes , comparing Sun, IBM, HP, EMC, Hitachi, Compaq, DELL, Gateway, DGN, Seimens??

A: Sun, Dell, HP, EMC, IBM in that order (just a guess)>>>

Concerning your order of Tier 1 OEMs, why do you put Dell in front of HP, EMC, IBM? Dell is a light weight in the Server business. Granted, they sell lots of computers online but not in the server class. The largest early adoption of FC/SAN IMHO will be pre-dominently UNIX base. Many of my consultant friends hardly ever used Dell in a mid-range server environment. You didn't even include CPQ, Hitachi, DGN (i.e. Clariion). Would you care to explain?

BTW, when is G2 going to IPO? Are you still with them? Can you get me some shares?<g>

KJ
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