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Technology Stocks : Mylex
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To: Baker who wrote (1732)11/19/1998 11:32:00 AM
From: E_K_S  Read Replies (2) of 1820
 
Baker, Do you know who those new OEM's were that were selling the MYLX products at COMDEX? I did not see their company names posted.

Did you notice the slow revenue growth HP posted. I believe it may be company specific rather than a general industry slow down. Do you know if the box makers provide off the shelf RAID devises? If MYLX can partner with a DELL, the recent stock volume would indicate that such a relationship might be under discussion.

I do not think any purchase is in the cards but a distribution agreement with a box maker (i.e. CPQ, DELL, or GTY) would make a lot of sense.

Both Dell and CPQ are building server systems that require RAID technology and this market is growing big time.

Any ideas?

EKS
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