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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: Roy Sardina who wrote (14703)	2/25/1998 3:23:00 PM
From: Bradley W. Price	Read Replies (1) of 29386

Hey Roy! CraigS1 keeps talking about how ANCR should team with a hub vendor. I am not so sure myself about the wisdom of this course of action - it looks to me that the hub vendors would have lower margins. However, that said, G2 as a hub vendor would be a candidate for such a partnership, and based on Mr Taborak's credentials, it looks like you would bring some interesting technology to the party. In light of the Vixel/Arxcel partnership, what is your take on this? Do you see any need to hook up with a switch vendor (not necessarily ANCR) in the future to provide a growth path for the system integrators? Would it likely be Brocade if you did, or have those bridges burned down given the "management disagreements"? My understanding was that given the work in the standards area, interoperability is the goal. If that is the case, could you provide what you think might be the business case for a hub vendor/switch vendor merger? Bigger base to cover overheads, maybe - I am just guessing. TIA, bp

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