EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

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Sep 15 5:00 PM EST

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To: Gus who wrote (12604)	5/8/2001 2:21:12 PM
From: pprandbj	Read Replies (1) of 17183

Is McData's new 6064 Galaxy director switch designed to be a replacement for the ED-5000's that are already deployed in the SAN world? The 6064 appears to be extremely reliable (99.999%-which translates to 5 minutes of down time per year according to McData). I'm not sure what the reliability of the ED-5000's are, but I'm curious if the 6064 is enough of an improvement such that corporations will replace the ED-5000 with the 6064's, or will 6064 sales be primarily driven by the continued SAN buildout? I thought that I read last year that IDC predicted that director switches would overtake fabric switches in 2001 and account for half of the switch market revenue by 2003. If this is true, then do you think that EMC spun off Mcdata too early? Aside from creating a little shareholder value, and perhaps some pricing competition for the other switch vendors, why would EMC allow the likes of HP(Mcdata OEM), IBM and Hitachi(Mcdata reseller agreements respectively) access to some very reliable switch technology for their SAN's? It seems to me that EMC could have gained more of an advantage by selling Mcdata switches exclusively with their own SAN offerings. My apologies in advance for any questions that are illogical or off the mark. I'm not a switch expert. But it appears that Mcdata has a robust family of new director switch products that they will be selling not just to EMC, but to EMC's SAN storage competitors as well. From an investors standpoint this should bode well for Mcdata. I just hope that EMC didn't make a mistake. What do you think?

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