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

To: GuinnessGuy who wrote (19804)	12/16/1998 11:45:00 AM
From: Technocrat	Respond to of 29386

> ... does a SGI OEM agreement make the industry > sit up and take notice more than a Sun or Dell > OEM agreement would have? For engineers, I believe so. When SGI R&D makes their chop then you can feel confident the technical specs are OK. Wall Street, of course, would much rather hear from a monster player like IBM or Dell because that is where the money is. However, Ancor has always had a "high-end" product catering more to the fast, sustained I/O. I hope they got IBM's interest for the pure SAN applications which require the throughput. I agree with Kerry Lee that Brocade and Ancor will be neck and neck. One will announce a better switch followed by the other side in a seesaw fashion. This is probably good for everbody. Brocade must have a higher cash burn rate per employee, but they seem to have deeper pockets to sustain it. Brocade has some good people. That you can be sure of. The SAN adoption is going to really take hold in the mainframe arena in 1999. I have a classmate who left a perfectly good job with IBM to take over EMC's worldwide sales. From what I gather, that place is hopping. The client/server hardware folks will follow reluctantly. Sun will be nearly the last to bite the bullet in my opinion. They just know this is going to hurt server sales. I am interested in what the AOL hardware lists will look like. It is possible that AOL may force Sun's hand to be more aggressive in SAN. Netscape was very much a SGI shop for obvious reasons. In this sense, SGI's announcement is interesting. NT land with Dell and Compaq (PC division) will start adopting SAN next year but I think they will stick to backup opportunities. Situations like sharing a DLT drive with 20 NT servers in a big machine room. FC hubs might work just fine.