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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: Craig Stevenson who wrote (14502)	2/19/1998 2:02:00 PM
From: Roy Sardina	Read Replies (3) of 29386

Craig The sub $1000 price is the OEM price, no idea what the "street" price will be. This is really about offering a low price point for the NT space. The Hub guys OEM at sub $500 per port. Figure a 40% discount from List. There are no 1/4 speed full speed products (router, bridges or otherwise) available today. I remember HP talking about building a switch that did both, but then again they stopped building switches. The McData switch is a hybrid of the Brocade product, and is used for high availability. Your comment about fabrics is interesting in that many users believe that they need "fast" interconnect and that 1G/b won't do it. They are wrong, the saturation levels are very low, because they rarely have data moving over all the ports and if properly configured trafffic between switches is minimal. Roy Sardina

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