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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Patrick Sharkey who wrote (17319)	7/23/1998 5:50:00 PM
From: Craig Stevenson	of 29386

Pat, Thanks, but it felt more like a cross-examination. <g> I think you are right about the MKII. There are a lot of things that point to the fact the the MKII didn't have all the features in its early forms that OEMs wanted. That's why Brocade has been able to land all the deals so far. I was also shocked at the $4 Million in "old product". I've said this before too, but why hasn't Ancor perfected the MKII to the point where it could just be a drop in replacement for the older 1 Gig gear? That way, the older gear could get phased out, the MKII leverages the advantages of lower manufacturing cost, economies of scale, and the customer gets a better switch. (Obviously, that can't be done with the 1/4 Gig switches.) I've been saying this for quite a while now, but Fibre Channel in the LAN is pretty much dead. Gigabit Ethernet has WAY too much momentum on that side of the equation. Craig

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