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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: George Dawson who wrote (26617)4/25/2000 4:41:00 PM
From: KJ. Moy  Read Replies (2) of 29386
 
George,

<<I don't know if Brocade's switches support the FA MIB. I seem to recall some controversy about this, but on the other hand it seems unlikely that EMC would OEM them if they did not.>>

IMO Brocade is currently supplying EMC via the Clariion connection. It is no doubt in my mind they would also be able to support the new 'MIBs' defined by the Fibre alliances. It is important to me that there's no 'Gorilla' in the FC switching arena. Both Brocade and Ancor are standing tall and should be successful. The only disparity is their stock price. I believe they will be re-adjusted within this year once Ancor's revenue ramp is imminent.
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