The New QLogic (ANCR) Message Board

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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: Fang Li who wrote (17316)	7/23/1998 2:24:00 PM
From: w2j2	of 29386

Fang Li, I agree. If fibre channel becomes big in both the san and lan,(and I believe it will) the leading companies will offer the whole range of FC products. I inferred from the call that the IBM storage business (along with most other big OEM's) has gone to Brocade. I gather that the company is virtually starting from scratch in the san business, and hoping to become a second tier switch maker behind brocade. Given the poker hand they hold, I think they are doing all the right things. They WILL have to SELL the company, but I think they want to get the stock price up first with an OEM or two, even if second tier. IMHO :( wj

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