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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: Greg Jung who wrote (23022)6/26/1999 12:11:00 AM
From: iceburg  Read Replies (1) of 29386
 
Greg,

Ice, how much FC has Sun sold to date?

I am absolutely in no way privvy to Sun's sales numbers. I can share an excerpt from Vixel's filing however that indicates some very early Sun FC sales (1998).

"Sun represents their biggest customer at $21.5 million in
1998 "

That implies that is the early stages of FC, Sun was already doing ~5M/quarter in hub buisness. Bear in mind that FC is just beginning to ramp up. This number should go up significantly.

Also, Sun's Quid Pro Quo investment in Ancor implies that they plan on doing at least 100M of buisness over the next 3 years. Rumors I have heard imply this is conservative.

These "smallest and latest" players in the game also own the most complex technology in the FC industry and as the costs hone in on the less robust hubs, the hubs become less and less desireable. Look at any competing network technology and you will find the same pattern. I.e. hubs dominating early and then waneing as switch and hub costs converge.

Bear in mind that SUNW's MC is 50 Billion. Similar to EMC's MC of 55B. H.P. > 90B. By way of comparison, SGI's MC is 3 Billion. IBM's MC is 225 Billion but they are WAY more diversified than Sun.
IBM is getting it's butt handed to it in storage and will continue to do so so long as it continues to make poor decisions in that arena. They win most of their battles but in storage they are in a state of disarray IMO.

Steve
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