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

To: windmast who wrote (28918)	10/24/2001 11:28:06 AM
From: jad	Respond to of 29386

QLogic (QLGC) 36.08 -1.32: A good quarter for this maker of Fibre Channel HBAs (host bus adapters) and switches for networked storage devices. SepQ sales and EPS were in line, although the company edged expectations lower for DecQ. Revenue is expected to be flat to grow in the low single digits for DecQ, or $81.7-$85.0 mln vs Multex consensus of $85.9 mln. The range for EPS was widened to $0.17-$0.20 vs Multex consensus of $0.19. Just to back up a second, it's important to understand the difference between legacy SCSI and the next generation Fibre Channel. Most expect FC to phase SCSI out over the coming years, so it's not surprise QLGC is focusing more on its FC business. SCSI was 30% of sales in SepQ, down from 39% in JunQ. Demand for FC looks strong as it grew sequentially in a difficult SepQ, partially offsetting weakness in the SCSI business. QLGC's main competitor in the FC market is Emulex (EMLX). Emulex issued a press release after the close announcing that its HBAs are now available from Dell for its CLARiiON system co-branded by Dell and EMC. This is seen by many as a threat to QLogic as evidenced by the peppering of questions during the Q&A session tonight. EMLX is the leading HBA provider and could leverage that position into a greater share of the switch market. But QLGC downplays those concerns citing its long-standing relationship with Dell. "What's good for Dell is good for QLogic." There has been a lot of Street talk about a QLGC/Dell switch OEM agreement. The agreement seems likely given the history between Dell and QLogic, but could take a while to materialize. -- Robert J. Reid, Briefing.com

To: windmast who wrote (28918)	11/7/2001 5:53:27 PM
From: J Fieb	Read Replies (2) \| Respond to of 29386

windmast, I guess it depends on how far QLGC can go with their foot in the door for embedded blades? T3's here....SUNW wants to sell the high end servers and have the storage follow along instead of going to EMC,HDS,CPQ, HWP. We chose Sun over IBM, HP, SGI, Compaq, and NEC. The main reasons were Sun's scalability, its extensive third party application availability, the very favorable price Sun offered, binary compatibility throughout a broad range of computer sizes, computational power, and Sun's interest in working closely with university personnel to make Aachen a center of HPC excellence." Dr. Klaus Bruehl Head of Group Data and Computing Services Communications and Computing Center Aachen University of Technology -------------------------------------------------------------------------------- The Aachen University of Technology, one of the leading technical universities in Europe, has begun implementing the largest Sun Microsystems supercomputer in the world. Eight of an eventual 32 Sun Fire[tm] 6800 servers have been installed and entered production use - helping researchers in computational fluid dynamics and other especially compute-intensive applications. When completed in 2002, this clustered SMP system will be among the world's most powerful computer systems, with total performance of 2.3 Tflop/second. In an open RFP competition, Sun was selected over IBM, HP, SGI, Compaq, and NEC to replace a Fujitsu computer whose vector architecture is being obsoleted by more flexible and cost-effective open systems. The university chose Sun Fire servers for their scalability, their extensive third party application availability, their excellent price/performance, and Sun's interest in collaborating closely with university personnel to make Aachen a center of HPC excellence. One of Europe's Premier Technical Universities Opts for Open Systems Supercomputer to Replace Vector Computer The RWTH (Rheinisch-Westfaelische Technische Hochschule) Aachen, also known as the Aachen University of Technology, is one of Europe's top technical institutions for research and higher learning. Over 29,000 students pursue studies in engineering, chemistry, physics, medicine, and other fields, where applications such as computational fluid dynamics (CFD) tax the power of the highest performance computers the industry is able to produce. Until recently, the university dedicated a Fujitsu VPP300/8 vector computer to these most demanding applications. However, with the emergence of a new form of supercomputer - clusters of SMP nodes - "special systems" like vector computers and massively parallel systems fell out of favor both at Aachen and in the computing community generally. Clusters of SMP systems bring the benefits of open systems to supercomputing. They are much easier to use, run many more applications, and offer greater flexibility - all at far lower costs. In early 2000, Aachen began a project to replace the Fujitsu with this modern form of supercomputer. The university's goal was to deliver higher performance for all institutes of the university and especially to make a new level of HPC compute power available for the particularly demanding applications. Following Germany's fixed procurement procedures, the school issued an RFP in June and soon received bids from Sun and five other computer system vendors. "We're honored that by the time our system is complete, it will be the most powerful system Sun has ever delivered. There is absolutely no question that we made the right decision by choosing Sun." Dr. Klaus Bruehl Head of Group Data and Computing Services Communications and Computing Center Aachen University of Technology Back to Top