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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: xcr600 who wrote (1444)8/24/1999 8:41:00 AM
From: nic  Read Replies (1) of 4808
 
No gaurantee that the SUN agreement turns into $$$.

Right, but I think that risk is small, and I'm willing to take it. Ancor winning this deal against Brocade's close prior ties to Sun indicates that they have what Sun wants and Brocade can't deliver at this point. IMHO Ancor would have to screw up royally to lose this OEM. Given ANCR's comparatively low valuation, the risk/reward looks better to me than BRCD or ZOOX.

- nic
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