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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: trendmastr who wrote (27726)	8/30/2000 12:14:40 AM
From: Technocrat	Read Replies (1) of 29386

A couple of other thoughts regarding Intel and IB ... I was just reading EE Times (Aug 28 edition) this afternoon. I think the article entitled "Intel, Barrett feeling the heat of multiple fires" on page 24 was revealing. Intel admits to having some engineering staffing problems. Barrett's words were "Hiring in Silicon Valley now is hell ..." Both Q and Brocade can probably testify to the same, particularly in the rarified high performance I/O arena. This quarter, Intel is starting to demonstrate signs of Barrett's leadership and the influence of gobbling up the top CPU and network design teams from Digital back in 1998 (Compaq was mainly interested in the service support infrastructure). Intel is moving into network processors (high-speed core routers). According to the trades, Intel has over 60 design wins with their IXP1200. Look for contracts with companies like Lucent, Nortel, Cisco, Alcatel. Intel is staking out the middle ground down to the appliance level. The industry's 800 lb gorilla needs to keep a healthy market for processors in volume. They seem to have left the sexy high-end optical networking to their partners.

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