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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: Greg Hull who wrote (23802)	8/19/1999 1:07:00 AM
From: Technocrat	Read Replies (1) of 29386

> Is this the article to which you referred? > redherring.com Thanks, Greg. I guess this is the article FC_Fan was referencing. I had read this when it originally came out. All in all, the article was fine with me. I failed to find any passage which used words like "technically clunky product from every viewpoint" or "can't be taken seriously" which is why I assumed Brocade got another shill to write a bogus article. My apologies to Red Herring. Also, I strongly doubt these are the words of Roy Sardina regardless of the previous handle. Both Ancor and Brocade have had their share of screwups. Neither company predicted the FC market correctly which had many saavy investors just as puzzled :-) Brocade could be just as big of a gorilla as DC Hayes was to modems. There was a time where Hayes had more than 80% of a market but they got stomped. Nor did Brocade come to the SAN market early as FC_Fan implies. Both Ancor and Brocade will co-exist for a good while and there is no way Brocade will sustain 80% market share for any significant switch volume. What irks me is the timing of the patter. Somebody feels some pressure. That is all I can figure.

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