SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: J Fieb who wrote (28132)12/4/2000 3:03:21 AM
From: Kerry Lee  Read Replies (1) of 29386
 
The boldfaced paragraph jogged my memory about a conversation that a couple of fellow investors had with HK several months ago. Apparently, Greg Reyes used to visit HK and "pick his brain" in the days when QLGC had DELL's FC adapter business and BRCD was looking for a way to become DELL's switch vendor by optimizing their switches to work with the Q Logic components. If one also recalls that in a conference call prior to the ANCR merger, HK also claimed that the host bus adapter is selected before the FC switch into a SAN configuration and is much harder to replace than the switch due to the OEMs' extensive integration with software drivers,etc.. Take these 2 trains of thought and extrapolate them to QLGC's new 2 gig totally integrated SAN solution...What if an OEM who was using Q Logic's 1 gig host bus adapter now is faced with the opportunity to upgrade to the backward-compatible 2 gig host bus adapter and the switch is offered either as an imbedded/attached feature and/or there is a sales discount/incentive for the OEM to buy both components instead of just 1? Reminds me of how Microsoft stole market leadership of word processing from Word Perfect by "bundling" Word with Office which also helped Excel take market leadership away from Lotus 1-2-3. Not an exact analogy, but it is perhaps a viable speculation into a synergy that can be gained thru the Ancor acquisition.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News