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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 (25782)	1/25/2000 9:24:00 AM
From: KJ. Moy	Read Replies (1) of 29386

<<(Don't they own a patent on their FC cross-connect architecture?)>> I believe the patent(s) were on aggregation techniques. IMO that's part of the reason why Ancor has a better scalability platform, not necessarily Class 1-centric. Viangio has a good point in comparing VIA and Class 1 process. There are similarities between the two, but IMO they are not inclusive. In other words, Brocade can do VIA also without having Class 1 experience. I believe that the adoption of FC switching came as somewhat a surprise to many, therefore only two serious competitors so far. Going forward with IB, the success of IB switching is fairly apparent. There will no doubt be more competitions IMO. Don't be surprised some may come from overseas, such as Israel. The transport layer probably will borrow a chapter from FC. But, I think that's where the similarity end. Current FC switch makers may have an advantage because of working experience. By no means Ancor and Brocade may have the IB switching market lockup. Not even close IMHO.

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