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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: Douglas Nordgren who wrote (25757)	1/24/2000 9:40:00 AM
From: KJ. Moy	Read Replies (1) of 29386

Douglas, <<As for Brocade and Intel, regardless of the avowed reason for turning down the deal, it turns out that this too was a "political" business decision. I understand that now they are attempting to climb back aboard the IBandwagon with Intel.>> This scenario makes a lot more sense to me. If it is true, then Brocade is really not such a gorilla as some gave them credit for. They are still being influenced by their partners heavily. << Also, the claims that Ancor was Intel's last choice are patently false, there are only 2 switch vendors with the engineering expertise to bring an IB switch to market.>> I am sure the Vixel and Gadzoox proponents would disagree with you.<g> I agree with you 120%. And, it is worth to reiterate that for any big networking companies such as Cisco and 3COM to enter the FC switching business, it will take them at least two years assuming if they can assemble an engineering team. Thanks again. KJ

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