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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: David Andersen who wrote (16414)	6/2/1998 5:57:00 PM
From: George Dawson	Read Replies (2) of 29386

"My concern is that ESCON may be so closely related to the SAN systems that IBM is currently developing that it would be logical for IBM to back to the same source." It's a valid concern, particularly in view of Craig's post on the new McData switch: exchange2000.com But I think we really can't speculate on who will win SAN contracts based on this information. I think a relevant dynamic is that IBM was pushing ESCON as their proprietary networking system. They probably did not have many competitors to choose from. The scene is a lot different today, especially with a new McData switch. We have already had speculation that Brocade may have the inside track: exchange2000.com At the shareholder's meeting, Ancor management clarified that IBM's stock position in Ancor did not mean that there was any associated business relationship. George D.

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