The New QLogic (ANCR) Message Board

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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: windmast who wrote (28855)	9/17/2001 2:00:56 PM
From: George Dawson	Read Replies (1) of 29386

"..what does this REALLY mean ?" The straightforward analysis is that Q has been scooped by by Brocade again. HDS has gone from an Ancor OEM to selling bundled packages with Brocade. I know the rebuttal is that Q might get their 2 gig business. But evidence is nearly overwhelming at this point (barring of course the news that we have been waiting for the last four years) - Q is only slightly more successful than Ancor when it comes to selling fibre channel switches. And before anyone asks - no I am not now and have never been a Short. George D.

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