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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 (29159)7/9/2003 9:34:59 AM
From: w2j2  Read Replies (1) of 29386
 
George, It is truly amazing how quickly Cisco has entered the game. It took Ancor and Brocade many years! Judging by their ramp up, I think Brocade had better watch out for Cisco.
On the other hand, Qlgc is working with Cisco. In fact, I think Qlgc is the reason Cisco was able to enter the market so quickly. Unfortunately, HK Desai at each conference call has said that the revenues from Cisco are minimal.
wj
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