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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: KJ. Moy who wrote (23080)	6/29/1999 11:21:00 AM
From: John E. Mansfield	Read Replies (1) of 29386

KJ - I have having a difficult time rationalizing multi-sourcing of switches. If SANs parallel WANS, single or at least primary sourcing will become the norm (Level3/Ascend, Sprint/Cisco). In my opinion, the camps that are forming will become more integrated irrespective of what Clarion says. Would make for some interesting forecasting for our favorite little switch vendor. What is your take on JNI and StorgeTek? My recollection is that StorageTek was a Brocade shop but JNI was affiliated with Ancor. John

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