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: w2j2 who wrote (29197)	10/28/2003 1:35:20 PM
From: George Dawson	Read Replies (1) of 29386

Walter, Thanks for the link. Reading between the lines - Q's strategy looks good from here. Market the very low cost SANs and avoid competition with potential customers while developing chips that they can use. The Brocade and McData strategy keeps them in direct competition with potential customers who do not want a smart switch loaded with features. No insights into how much QLogic silicon might (or might not) be inside a Cisco switch. That is a key reference I would like to see somewhere. George D.

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