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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 (29099)1/14/2003 3:22:03 PM
From: Bob Frasca  Read Replies (1) of 29386
 
Sun has ALWAYS been a reseller of Brocade switches including most of these models. This is simply tired PR. QLGC has an OEM relationship. Big difference. BRCD would give their metaphorical left one to have Sun as an OEM. You can pretty much figure out the sales figures to Sun by looking at the non-cash sales discounts listed every quarter and then doing the math. Of course that agreement is over now and in my judgement, the timing was excellent as I believe that the relationship is starting to bear more fruit.
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