EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: Gus who wrote (10501)	6/20/2000 5:35:00 PM
From: Bob Frasca	Read Replies (1) of 17183

Mcdata is the dominant ESCON/FICON (90+% market share) director switch and FC-based (99%) director switch vendor Actually, Inrange (who is both licensing the technology from Ancor and is an Ancor OEM) and Ancor are the only ones with a FC-based fabric director product. biz.yahoo.com While McData has a FC director product, I believe it is the previous generation. In fact, my understanding was that their director product contains relabeled Brocade switches, also of the previous generation, and has a 64 port limitation, i.e. it is not scalable. In my opinion, and it is a speculative opinion at that, McData's product offerings aren't competitive with Ancor and Brocade and that is why EMC has signed new OEM agreements with them, i.e. Ancor and Brocade. I think that EMC is trying to unload McData while it still can to keep it from becoming a corporate lodestone that drags down earnings. I think this works out well because, if there is any value, EMC shareholders will be able to realize it via the spin off and if McData falls on their faces then EMC shareholders will not pay the price.

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