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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: Chris O'Connor who wrote (13993)	1/30/1998 5:16:00 PM
From: Roy Sardina	Read Replies (4) of 29386

Chris Many people have answered the question you asked in me fairly accurately. Adreas and Bill Joy invested in Brocade as Private individuals, both have in fact invested in many other ventures. Sun has publicly stated that they are shipping a Fibre Channel hub for now with a switch for later. I have aloways contended that they are waiting to see what customer demand and use of their current products look like. You imply that Brocade sells an inferior product to Ancor (I beleive that the english proverb that correctly describes that quote is "One should never drink their own bath water") Until there is an independent third party that tests these it is safe to assume both switches work well and have similar performance. as far as the price I am not aware (and neither is anyone else on this thread from what I hear) of OEM pricing from ANCR being made public. When it is I can comment. Pricing can be inferred from End-User pricing and they are probably comparable, they both use GBICs for Physical Layer and that is the dominant cost per port. Now with all that said, Sun would never pick a vendor by any other means than a technical evaluation, period. Now their technical needs could be met by one or multiple parties, but pricing and technology is theor criteria. They almost NEVER second source non commodity products (trust me switches are not yet a commodity) so a single vendor will be chosen. Therefore ANCR will need to demonstrate the Fabric capabilites and Management capabilites of the MK-II to compete, and AL port configurability will also be an issue ,Brocade uses daughter cards (see their website brocadecomm.com and ANCR give you a fixed number of each port type. Hope this insight helps. Roy Sardina

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