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Technology Stocks : The New QLogic (ANCR)

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Aug 24 5:00 PM EST

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To: Fang Li who wrote (11887)	10/28/1997 8:31:00 PM
From: Kerry Lee	Read Replies (1) of 29386

Fang Li you wrote: << Do deal announcements for adapters imply that the deals for switches are near?.>> 1. Most likely. Adapters are needed in all 3 FC configurations, ie. point-to-point, arbitrated loop and finally switched fabric. With switch prices coming down so fast, dedicated bandwidth via a switch makes the switch architecture much more cost competitive with arbitrated loop, hence speeding up adoption of FC switches. 2. Re: DEC, I see Broke- Aid in DEC's future. As I mentioned before, OEM's who had an aggressive launch timetable to meet ( eg Sequent ) could not wait for Ancor's MKII/Optimized Class 2/3 to become available. DEC probably also falls into this category. BTW, this is strictly my own speculation ( DEC/Broke-Aid ) based on what I have recently heard in the Industry. I have no specific facts on this matter.

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