Mylex Message Board - Msg: 6340675

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Technology Stocks : Mylex

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To: Baker who wrote (1713)	11/9/1998 7:20:00 AM
From: Liatris Spicata	Read Replies (1) of 1820

Baker- <<Is IBM buying RAID product from Mylex in any significant quantity? As far as I know IBM left Mylex and took their RAID development in house about two years ago. So IBM wouldn't have to deal with Compaq at all if Compaq bought Mylex>> No, I don't think IBM is a significant MYLX customer, if they are a customer at all. As I recall Al did not mention them when he discussed the major customers in the previous conference call. So you can substitute HP, Dell or whomever for IBM. I simply used IBM as an example to illustrate my point that manufacturers tend to avoid buying from their arch-competitors, but of course that is not a hard and fast rule. The fact IBM is not currently a significant customer does not alter my argument. Larry

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