Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BlueCrab who wrote (25341)	1/4/2000 12:19:00 AM
From: Alan Bershtein	Read Replies (1) \| Respond to of 29386

SSB recently named EMC their top pick for 2000. Below is a passage from the SSB research report regarding McData. Hmmm, what is the chance we see a McData IPO? ...just a wild guess, but assuming we see a McData IPO, do you suppose SSB would be involved? It seems like a no-brainer for McData to take advantage of the hot sector with an IPO. My questions are not directed at anyone specific. Just tossing it out for discussion. Anyhoe, here's what SSB had to say about McData MCDATA - ROBUST STORAGE NETWORKING ---------------------------------- EMC's subsidiary, McDATA, has developed some of the most sophisticated Fibre Channel networking technology in the market today. McDATA provides high-end switches, called Directors. Directors are modular and redundant Fibre Channel fabric switches. McDATA's Directors are the only networking equipment serving the ESCON (mainframe) market. As a result of their reliability and technological innovations, McDATA's Director commands premium pricing (approximately $3,000 per port, end user price), which is roughly double that of a fabric switch. We believe McDATA's Director technology has some of the most leverageable technology because it can move down toward supplying low-end fabric switches or migrate up toward being an integral part of SAN management. We believe McDATA is one of EMC's most prized assets. Happy New Year to all and Go Terps!