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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: trendmastr who wrote (25068)	12/7/1999 5:01:00 PM
From: Eleder2020	Read Replies (1) of 29386

>>>Oh, and by the way, did I tell you that a source close to Brocade told me today that Intel approached Brocade a year ago in its efforts to develop its own proprietary technology in this area, but Brocade decided to focus on fiber channel.<<< Herb- If you believe that you probably believe in the tooth fairy as CEO Reyes repeated something approximating that today at SSB and if you believe that you also believe that Brocade blew an incredible opportunity to join with INTEL in Infinniband. Why do I say that Herb -Because whatever Ancor develops they get to keep and sell for themselves and for the profit of the shareholders. Herb- you are telling me that Brocade passed on Free developmental money - no strings attached except that INTEL gets quick Infinniband Standards which they want to speed up by a year and Brocade PASSED ON that - Now Brocade wants in now but passed on Intel first. I Guess Herb -You're saying Brocade blew it first time around. Herb -Spell Fibre Channel correctly next time. Heard Intel thought Ancor was a good investment besides having a better ASICS then BROKAID. Herb -I heard they just let copy go out there unedited-That true? SSB was excellent today -The Boys from Ancor did well and will post my impressions -those who e-mailed me questions had most of them answered. Ed

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