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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: J Fieb who wrote (23270)	7/10/1999 9:55:00 PM
From: John E. Mansfield	Read Replies (1) of 29386

Pigboy and JFieb: IMHO emc is more likely to use Ancor than Brocade (yes, the investor relations SAN pres. compared the Silkworm to Connetrix and was very critical of Silkworm). This may be because the Silkworm is software centric and could absorb more storage logic than Ancor (opinion) and ultimately threaten EMC's core offer Symmetrix. However, I have only seen EMC using the Connectrix switch in unison with their Symmetrix solution (realize, Sym. is a 11M line of code SOFTWARE centric solution that basically replaces and enhances the file system of the OS's in supports). As SUN's StoreX solution and HP's yet to be announced solution is targeted directly at EMC, the political and relationship issues are extensive. Ancor is well positioned for now, but may be marginalized as the true value added services become more software services centric.

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