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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: Roy Sardina who wrote (22523)	6/10/1999 5:28:00 PM
From: Pigboy	Read Replies (1) of 29386

Roy, Thanks for posting again. Congrats on your Brocade shares. You are cleaning up over there. ;-) I have a few questions. I believe you say that Ancor bagged the #1 SAN OEM in Sun and you also say-- << Ancor had a product Sun could use, and was willing to sell it and the company (re: warrants, Intellectual Property) at a price that Sun was willing to pay. >> Isn't it possible that Ancor's lower costs to implement their switch architecture and their future roadmap (rumored ASIC coming down the pipe) was the reason that ALLOWED Ancor to get this deal? This is a company that you thought was worth 2 bucks last year and yet they manage to get two Major switch OEMs recently...and one (SUN) of which is, in your mind, probably going to have MUCH larger switch shipments than the largest guy, StorageTek, now. I figured by now, you MUST have a different opinion of Ancor. ;-) Thanks for any thoughts. Oh, also wondered if you had seen SanCastles switch and what your opinions on them were? all imho, pigboy

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