Craig, did the information concerning the price per port contained in the Storage Tek press release, $4,000, hold much significance for you in the context of the releas? Isn't Ancor's price per port to the OEM about half that, or less? Given that type of markup by Storage Tek, does that in any way suggest to you the price at which Brocade is selling to Storage Tek, and does the price that you surmise refute, or support, the speculation on the Board that Brocade is winning OEM support by severe price cutting that Ancor has not attempted to match, cannot match, or does not know about? Any thoughts in that regard?
Thanks,
Pat |
