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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: George Dawson who wrote (12150)	11/2/1997 12:13:00 PM
From: Steve Scribe	Read Replies (1) of 29386

George you write: <<The rumor about farming out their FC-AL development to LSI is unconfirmed, but they have to be working on it to stay competitive. The question is - what happens if the Silkworm implements these changes or to our horror, leapfrogs to a 2 gig switch while the OEMS are being considered?>> I think it would be great if Brocade or McData came out with a 2 gig switch. I think it would be great PR in the battle against GE for the future high performance LAN market. However, I don't think it would sell very well for a few years. I don't think many customers would want to pay a much higher price per port for the additional speed beyond 1 gig. I'm sure Ancor has looked into the issue and came to the same conclusion. Better to concentrate on what your customers really need and are willing to pay for. Regards, Steve

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