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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: eric sahlin who wrote (23198)	7/6/1999 8:46:00 AM
From: John E. Mansfield	Read Replies (1) of 29386

Eric - This is all my opinion, but I know enough about EMC to believe that they will attempt to insource as much of the SAN key components as possible. If (big IF) they view the switch as differentiating, they will try to keep it in-house. That being said, EMC's strength is the software that resides within the SAN (Symettirx and Connetrix are software centric), not the hardware components. They sell based on the softwares capabilities, performance is taken for granted. The McData switches are huge (smallest is 32 ports?) and expensive. In set-ups that require large numbers of smaller switches, they could OEM or even co-brand another vendor. I could easily envision ESNs with a McData core switch(es) deployed with 8 port Ancor switches (absolutely pure speculation).

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