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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 (25912)	2/2/2000 9:30:00 AM
From: Craig Stevenson	Read Replies (2) of 29386

Douglas, "PS - Compaq is encountering problems with component scalability within a fabric and are finding that what they really need is a cross connect architecture. Ancor is undergoing evaluation with some cpq engineers. ZOOX may count all the switch revs they want, but the Capellix is not really a switch, it's a FC-AL router cum switch. They could call it a space shuttle for all I care, it still wouldn't fly." It really doesn't matter what Gadzoox chooses to call it. The fact remains that this supposedly inferior product, that "wouldn't fly", outsold the MKII/SANbox combination from Ancor in the most recent quarter. That's the reason for concern. Perhaps those captive hub relationships are more valuable than previously thought. <g> Craig

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