MCDT Message Board - Msg: 19466115

STOCKTALK

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 : MCDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jamuck who wrote (142)	11/4/2003 7:57:20 PM
From: w2j2	Read Replies (1) of 145

I just listened to the call. EMC surprised Mcdata with pricing demands in October, the last mont of Mcdata's quarter. Then Mcdata did not immediately give in, so orders did not come in from Emc. Now, supposedly, some of the issues have been resolved for this quarter, but EMC (or Mcdata) can bring up the issues again each quarter. The CEO did not sound enthusiastic. He maintains the Mcdata technology is great, and there is good demand, but EMC held back orders. My question is, what happens going forward? I think EMc is going to keep squeezing Mcdata. Too bad EMC is such a huge percentage of revenue for Mcdta. I think this issue severely limits the short term opportunity for superior growth at Mcdata. imho wj

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next