The New QLogic (ANCR) Message Board

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 : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: George Dawson who wrote (10510)	9/27/1997 2:29:00 AM
From: Andrew	of 29386

George, thanks for the reply... I guess what I'm really getting at here is: why are we assuming that there is a "Sun OEM"? Everybody has talked about it like it's this Holy Grail which Sun will bestow upon some lucky FC switch vendor. What if they continue just the way things are...offering Ancor and other vendors' products as possible add ons. Have they announced formal plans to roll out some system that comes "standard" with an FC switching fabric or AL? Are we assuming this means that they will be choosing a vendor to supply those switches in a formal OEM agreement? If so, have they announced this system or are we relying on "sources" which suggest that Sun is evaluating each vendor's offerings with the intention of choosing one to integrate into this system? I mean is it really a given that there exists a "Sun OEM" contract to be won in the sense that we've been talking about it? Everyone keeps breathlessly awaiting for the "announcement" like it's just a matter of when. I suppose Sequent handed out an "OEM", but that was for server clustering. Maybe Sun will just suggest a menu of different interoperable add-ons that customers can hook-up to the their storage system. Or are we expecting to eventually see Ancor or Brocade switches "built-in" to a Sun product? If so, does anybody know if this product has been announced, and when they plan to ship it? Also, people seem bothered by the lack of numbers in announced "OEMs" like Bull (although I'm not certain if that's technically an OEM...is it?). Doesn't it make sense that putting hard numbers in an OEM contract would be impossible? How could they realistically know how much product will be sold? IMHO the lack of dollar figures is a non-issue. OEM's aren't end-user contracts. OEM's are just really nice channel partners. When Dell OEMs modems from 3Com, they don't promise to sell x million dollars worth...they just promise to sell as many as people want to buy... sorry about the rambling...it's kinda late Andrew

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next