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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: Patrick Sharkey who wrote (15311)	3/20/1998 9:03:00 AM
From: KJ. Moy	Read Replies (1) of 29386

Do I still believe? This is the question I've been wrestling with the past few days. SUN's deal was close but no bananas. It took almost 8 months until this point. I had to believe it's not technical issues based on the progress of the whole qualification process(I heard that from the 2nd 3rd hand resources). Some brought up the issues of comparing the performance of Brocade and Ancor's in a real life situation. Why would SUN choose the lessor performer? Within certain testing parameters and bench mark applications, the results may not show enough performance difference to choose one over the other. Especially when there exists a special relationship between SUN and Brocade. The testing parameters which may expose the short comings of Brocade may not be used. Concerning the HP issue, I don't think previous management and of course the current one have said or did anything to jeopardize the relationship. As I recall, HP was quite apologetic when the Sequent deal felt apart and it was their chip that didn't work with class 1. I still believe but with caution.

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