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


To: Lhn5 who wrote (17060)7/7/1998 10:39:00 PM
From: Patrick Sharkey  Respond to of 29386
 
Does the $3,000 per port price to the public from Storage Tek tell us anything about Brocade's pricing, and about whether Ancor can survive competing with an OEM price implicit in the STK price? Can a price, or price range, from Brocade to STK be imputed? At one time, Ancor was running 50% margins -- based upon those prior deals with channel partners, Hucom, etc. -- Can Ancor hope to achieve such margins again with competition on price from Brocade and others?