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

To: J Fieb who wrote (28388)	2/15/2001 12:34:36 AM
From: Gus	Read Replies (2) \| Respond to of 29386

Was wondering if you think there are many OEM opportunities for directors? Or that others will get them? In your opinion what % of directors will be sold via OEM/ vs by reselling by professional service outfits. Inrange indicated last quarter that they expect their direct sales/reseller ratio to be around 80/20. McData wants to reduce the OEM/reseller ratio to 60/40 or 50/50 from the current 90/10 by using the reseller channel more aggressively in the mid-range market with its fabric switches. Also do you have any details of MCDT OEM win at HWP. Is it for edge or director switches/both? Right now I think it's for directors and fabric switches with Agilent providing the HBAs. HWP also resells Inrange's switches so there may be other vendors yet to be announced. Will SUNW/Compaq/HDS/Dell/NTAP ever sell branded directors? I think EMC will eventually force these vendors to OEM director switches because the type of software that seems to be developing for SANs will require seamless integration of the disk arrays, the HBAs and the switches. With its redundant control processors, the director, or networked directors in a SAN, is the ideal platform for developing a powerful data management scheme. INRG cc made a point that even relatively small installs are starting with directors now as a foundation for bigger futures Buying the chassis and populating the ports is how I call that trend. The same thing happened with Connectrix and McData. I actually read an account in which EMC sold two Connectrix directors (32 port), but configured those directors as 16-port switches each and which were subsequently upgraded. Once it becomes big enough, that revenue stream actually becomes very interesting because additional ports will probably have much lower sales acquisition costs (read: higher margins) than the initial deployment. If there is a shift toward directors will that cause a shift to high density HBAs like the Qs 2204 they showed at comdex? Or doesn't it follow that way?. I wouldn't know.