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 : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (10501)	6/20/2000 5:11:00 PM
From: JDN	Read Replies (1) \| Respond to of 17183

Dear Gus: No, I dont mean MCDATA might be not be a great company, but how many shares do you think an EMC shareholder will get as a %age of his holdings? I havent checked myself. I presume if you take the total number of Class A shares and divide that by the EMC share total that would give one the %age. But then what value gets assigned to the Class A shares? I havent the foggiest. JDN

To: Gus who wrote (10501)	6/20/2000 5:35:00 PM
From: Bob Frasca	Read Replies (1) \| Respond to of 17183

Mcdata is the dominant ESCON/FICON (90+% market share) director switch and FC-based (99%) director switch vendor Actually, Inrange (who is both licensing the technology from Ancor and is an Ancor OEM) and Ancor are the only ones with a FC-based fabric director product. biz.yahoo.com While McData has a FC director product, I believe it is the previous generation. In fact, my understanding was that their director product contains relabeled Brocade switches, also of the previous generation, and has a 64 port limitation, i.e. it is not scalable. In my opinion, and it is a speculative opinion at that, McData's product offerings aren't competitive with Ancor and Brocade and that is why EMC has signed new OEM agreements with them, i.e. Ancor and Brocade. I think that EMC is trying to unload McData while it still can to keep it from becoming a corporate lodestone that drags down earnings. I think this works out well because, if there is any value, EMC shareholders will be able to realize it via the spin off and if McData falls on their faces then EMC shareholders will not pay the price.