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Technology Stocks : Son of SAN - Storage Networking Technologies

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To: Gus who wrote (3734)	8/1/2001 7:39:51 PM
From: Douglas Nordgren	Read Replies (1) of 4808

I think, however, that Compaq is going to have a harder time selling larger, heterogeneous SANs because Compaq itself has limited experience supporting the servers/storage systems of its rivals. Moreover, 70% of Compaq SANs are deployed by resellers who are compensated on the basis of their ability to move Compaq merchandise. As you know Gus, McData stated in their conference call that they expect the ED6064 to account for substantially all of their director revenue by the end of the year. The ED6064 leapt the ED5000 in revenue in Q2, the first quarter of availability, to the tune of ~$30 million. Maybe Compaq can buck up sales for the ED5000, but I'm inclined to view it as a product that is facing a phase-out, and Compaq is fielding fire sale products in their Brocade SW6400 and McData ED5000 offerings. Coupled with Compaq's poor service record, I can't see this as an attractive package for the larger heterogeneous SAN market. Appearing soon at your local Compaq VAR - Cheap SANs With Lousy Service. Got lottsa ports tho. Douglas

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