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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?


To: Douglas Nordgren who wrote (22679)6/14/1999 3:03:00 AM
From: GuinnessGuy  Read Replies (1) | Respond to of 29386
 
Doug,

I was never sure about the exclusivity of Brocade's OEM contract with Dell. Thanks to Roy's surprising post containing the Dell/Brocade agreement URL, I now am. Whewww!!!! Here is the specific clause:

"19.2 Nothing in this Agreement shall prevent Dell, DCC or any of DCC's Affiliates or subsidiaries from purchasing or obtaining products similar to the Products from any other supplier, including competitors of BROCADE."

It's as I thought, but I was a little worried that Brocade may have talked em into a one year exclusive. So the above, coupled with HP's exclusive McData contract running out at the end of the year means that a whole lot is still up for grabs either now or in the near future.

Craig



To: Douglas Nordgren who wrote (22679)6/28/1999 3:28:00 AM
From: TheLineMan  Respond to of 29386
 
Definately, no "current rationality". It appears that "fibre channel" is the next big thing to the ".com" sector. But like the internet sector it is difficult for me to appreciate the valuations.
Everybody new it had to happen - but I'm kind of suprized how high some of these stocks have gotten. Go long now - I don't think so. And if you're going short this sector - better to find the crappier ones.
Good luck too!