The New QLogic (ANCR) Message Board

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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: donald sew who wrote (22956)	6/22/1999 10:31:00 PM
From: David Andersen	Read Replies (1) of 29386

I have never gotten a satisfactory answer to the question of why Ancor was in the EMC fibre alliance and Brocade was not. I think today's IBM news may be the answer. EMC and IBM, as I understand it, are in very direct market competition. Kerry Lee has said that this deal with Brocade and IBM was set up a long time ago. At least before the Fiber Alliance. It seems quite possible to me that EMC told Brocade that they were not welcome as long as they were going to do all of IBM's work. This may be the political issue to which Roy Sardinia alluded. Question, does that leave Ancor as the EMC supplier? I would think so, but then I am eternally optimistic.

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