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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: GuinnessGuy who wrote (13874)	1/26/1998 6:47:00 PM
From: Craig Stevenson	Read Replies (3) of 29386

Craig S2, Brocade announced a "technology agreement" with DEC on November 3, 1997. Now that I read the announcement again, it isn't really clear that it is an OEM agreement. This would be consistent with Patrick's friend's belief that DEC won't single source a switch. I had pretty much written them off, but I might have to reconsider. Brocade's announcements are here: brocadecomm.com It is becoming obvious that Compaq intends to become a player in the enterprise space, given their acquisitions of Tandem and DEC. It will be interesting to watch what they do with Fibre Channel as they move beyond hubs. Craig

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