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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: Bradley W. Price who wrote (9973)	9/9/1997 12:53:00 AM
From: Kerry Lee	of 29386

<<He said the switches will cost more than $4,000 per port, a figure he said exceeds that of some lower-end fibre channel storage switches. He declined to be more specific, though final pricing will be announced within the next few weeks, he said.>> Gee, I wonder what he means by "lower end" FC storage switches?? Does the new McData switch do Class 1 and Intermix ? Does it have arbitrated loop ports? Does it have a lower latency vs Ancor ( obviously not! )? Let's see, it appears to be slower, has less features ( other than redundant ports )and it costs +60% more to the end user! WHO is going to buy these other than their parent company EMC? Looks like they'll be selling a boatload of these..perhaps in the Factory Outlet malls . I wonder if these are the same "state of the art" switches made by Brocade for McData??? PS - Brad, I don't think we've seen the REAL short squeeze... yet. Stay tuned...

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