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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Craig Stevenson who wrote (15951)4/29/1998 10:53:00 AM
From: George Dawson  Read Replies (2) of 29386
 
Craig,

Thanks a lot for the summary. The class 1 information is no surprise, I could make the argument that it never had support. Lower latency is much more important at this stage of the game. They probably have a lot more information than we do on Silkworm sales, but it does appear that Brocade has hit a snag if the McData switch info is accurate and nobody else is talking about significant deals sealed at this time. I agree that Brocade has the Sun deal but this might be a mixed blessing. I am not sure about how many large systems are being sold by Sequent these days, but I don't think it can account for all of Brocade's switch sales. I am not even sure about the fraction.

Thanks again,

George
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