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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: ronald rollins who wrote (27007)5/16/2000 8:54:00 PM
From: ronald rollins  Read Replies (1) of 29386
 
although we have all seen it before , I still like seeing the IDC projections of the director product, currently about 10% of a $500 mill market and forecast to be 30% of a 3.5 billion market in 2003. Although brocade and mcdata are rumored to be working on a director product , noone has seen anything yet. we were told that even if the technology is there , it just ttakes time to get there. ancor started on its director product in late 1998. so we may have a year or year and a half lead. ancor may get the kind of lead in this huge market that brocade has had initially in the 8/16 port switch. when I asked if emc had expressed an interest in the director switch, ken said "yes". when I asked if he could add "color" to that, somewhat mocking the fund reps language, he said no as we would expect.
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