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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Kerry Lee who wrote (22603)	6/13/1999 7:29:00 PM
From: Todd DeMelle	Read Replies (2) of 29386

Reposted from Yahoo. Would appreciate any comments. No more OEMs for ANCR by: FC_fan 6912 of 6914 If you are expecting more Tier 1 OEMs for ANCR to come shortly, then learn to live with disappointment. You should certainly look at the way this market is shaping up. There is only 1 major Tier 1 OEM who has not signed a deal with any FC switch manufacturer to date. Only 1. Think about the major companies who sell servers and/or FC storage and see what they've been up to. Here's the current major OEM scorecard; Sun buys from Ancor (w/warrants) HDS buys from Ancor Compaq buys from Brocade STK buys from Brocade HP buys from McData EMC buys from McData McData buys from Brocade (you did know this didn't you?..) Others Systems Vendors (not as big as the former list, but they can sell a complete SAN in a Box through to their customers) Sequent buys from Brocade Dell buys from Brocade Data General buys from Brocade Network Appliance buys from Brocade Siemens buys from Brocade Group Bull buys from Brocade So the truth is that Ancor has only HDS and Sun as companies who can effectively sell through FC switches to their own customers. Forget about FC adapter companies. Their business is selling adapters. They could care less which interconnect device they're connected to. It's also true that OEM contracts come up for negotiations from time to time and it's possible for OEMs to switch from one vendor to another. But it's very difficult to pull off. So where are these other OEMs supposed to come from? Another galaxy far far away? Do you think that they will need to have the same deal Sun asked for? Could they ask for anything less and be doing their job? Can Ancor afford to do this for 4 more major corporations? And you need to ask yourself some technology questions while we're at it. If Ancor does have the best technology, why aren't they winning? They don't sell more into the marketplace, they don't sign up more OEMs, they don't even win ANY industry awards for technology.... And yet somehow they're supposed to conquer a market they didn't even have the foresight to recognize was there (they thought it would be FC LANs first and didn't have a clue about FC SANs..). Don't let others on this board convince you that magic can happen in this space. It's pretty much as you expect it to be. Just open your eyes and look. It's a hot sector and if you could have bought it at a buck, it was good for whatever ride you could get out of it.. Just don't kid yourself... For the record. I own NO ANCR stock. I could care less if it continues going up down or sideways. I also have never nor do I plan to ever short ANCR stock. I would just really like to see those that are forced to be informed by this medium get data once in awhile.

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