Tom,
I'm not trying to pick a fight here, but IF "ar" and his rumors turn out to be correct, I can't believe that you would still think everything is fine. I do NOT believe that these OEMs are light years away from commitments. I think we are right in the middle of OEM decisions, which many of us thought would actually occur in Q1 and Q2 of 1998.
Whether you believe him or not, here are AR's up to the minute Brocade OEM prognostications:
SQNT, HWP, SUN, IBM, STK, EMC, CPQ, DELL, DEC, DG
If AR is correct, Ancor is batting 0 for 10 on the OEM front. Under those circumstances, nothing is wrong? I don't buy it. I will concede that there is no factual evidence to support many of his claims at this time. However, on issues of OEM gains and/or losses, how many times has AR been wrong?
The "hard evidence" to challenge your contention that there is nothing wrong with Ancor or the switches can be gleaned from any of the recent financial statements, OEM press releases, or from a check of the stock price recently. I think the fact is that there is SOMETHING wrong somewhere. I don't know whether it is related to technical, sales, or market factors, but there is something wrong SOMEWHERE. Many of these problems may have already been addressed, but only time will tell...
On a positive note, I do think that Ancor will benefit greatly from the rapid expansion of Fibre Channel in the second half of 1998, and on into 1999. Success despite themselves, in a way. <g>
Craig |
