Mylex Message Board - Msg: 4673170

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 : Mylex

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (1585)	6/1/1998 2:32:00 PM
From: Dougerdad	Read Replies (1) of 1820

Talking to my friends at Adaptec, they feel that Mylex has at least a one year lead. They pioneered the I960 RP and RD chips with Intel and understand that chip very well. I can't comment in detail on Compaq nor Dell and HP. I have sold into Compaq and Dell in the past, and I do know that they have several divisions. Each division has its own requirements and will use outside products if it makes sense (It also keeps internal solutions honest). With RAID going to workstations and price sensitive low end servers Mylex can compete and lead the industry if they can pull it together. As far as new products and channels there are two thrusts that I know of: 1) New products for distribution (RAID is definately going that way) 2) The AcceleRAID "RAID upgrade" for motherboards with SCSI chips (Intel and the clones now have this in production). (1) Goes head to head with the AHA 131. The pricepoint is about the same with the DAC960PJGM. (2) Is a direct competitor for the Adaptec RAIDport product and is technically lightyears ahead of their product. Let us know what you learn, Dougerdad

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next