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 (12953)	8/8/2001 1:46:43 PM
From: Tony Viola	Read Replies (2) of 17183

Gus, they're really reaching on this one, too: Based on BRCD's relationship with Hitachi, thinks there is strong potential that Sun Micro will qualify BRCD switches for use with its servers by year-end... Thinks deal has immediate positive implications for QLGC, Sun Micro's sole source of Fibre Channel switches, but is not immediately cause for model revision.... Potential negative impact for EMC and HWP. Practically everyone uses Brocade switches, and many use QLogic HBAs. Who really should care if Sun's latest jumping in bed with yet another storage partner might qualify a few more switches and HBAs. I see Brocade and QLogic are down today, so they're not buying that one.

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