The New QLogic (ANCR) Message Board

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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: J Fieb who wrote (28027)	11/5/2000 8:54:01 PM
From: Technocrat	Read Replies (3) of 29386

Here is some more info which may well explain the rise in the Q. I have been chatting with my contacts at McData regarding outfitting the EMC Clarion line. I have learned that Qlogic switches are GA and installations are taking place and arriving at customer sites. Keep in mind the flow: Qlogic --> McData --> EMC. Don't know the volume yet but the spigot is on. Note that the old Data General (now EMC) Clarion used to be a Brocade exclusive and has helped that company enormously. Guess what? A new sheriff is in town. Furthermore, the Clarion with Qlogic runs like blazes. So fast in fact that outperforms the EMC Symmetrix which raised a lot of eyebrows. This bit of intelligence has been kept under the radar for obvious corporate reasons. Symmetrix engineers are rewriting some microcode I would imagine. My guess is we will see a lot of jive about the dual source at Comdex the week after next. I expect that Brocade will report blow out numbers at the end of the month. The Q will show its stuff at the next two conference calls. Smart handlers will try to "float everybody's boat" in the storage world. Where Q stands to gain is in the leadership perception. Sun is most definitely a Q exclusive. The Brocade rumors are bogus. --------------------------------------------------- I sold all of my Net Appliance a couple weeks ago. NTAP is on a lot of hit lists to include EMC, Dell, Compaq, and Sun (bought Colbalt). They will see ruthless competition in the next two quarters.

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