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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: wilhu who wrote (10133)9/12/1997 3:05:00 AM
From: Kerry Lee   of 29386
 
<<point 1 : Biz plan for Brocade says they are after hi-performance
market...hence no AL. Just like they will never do Hubs.
what's your beef ?>>

1. Re: why No Arbitrated Loop
From March 24/97 Brocade press release:

"Pricing and Availability
Brocade is currently shipping SilkWorm, including short-wave optical
modules, to major OEMs at the industry-low average per-port cost of
$1,500 at 16 ports. SilkWorm will be able to connect to a Fibre Channel Arbitrated Loop later this year. VAR and systems integrator programs will launch in the second half of the year."

adam/wilhu, you need to get an updated business plan. Also, you conveniently avoid answering questions such as "when" Brocade will have arbitrated loop functionality and what does AL do to their current cost/port. Does arbitrated loop ports add or subtract to the $1200/port that they've quoted to Sun?

2. Re: HUBS....from July 21/97 Electonic Buyers News:

"Rambus said it has already inked deals with Silicon Graphics Inc.,
Mountain View, which is developing a workstation product with RDRAM
memory, and with Brocade Communications Systems Inc., Santa Clara,
Calif., which will use Rambus technology in network hubs and routers."

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