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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 (16748)6/21/1998 10:18:00 AM
From: George Dawson  Read Replies (1) of 29386
 
"Assuming that the above statement is true, and that I am correct in my analysis, from a purely
technological standpoint, having Arcxel still in the running and Ancor out is not good. Ancor's
switch should be light-years ahead of Arcxel's, although the differences between the MKII
and Brocade's SilkWorm are much less."

Craig,

I agree - the Arcxel switch, at least the public information that we know about it would seem to indicate it is not in the same class as Ancor or Brocade. But then again, public information would seem to indicate that cascading is inferior to multistaging and a small backplane is inferior to a large backplane.

If all of this public information is correct, the deals would not appear to depend on technical merit alone. The only other explanation would be that Arcxel has a switch nobody knows about. It is particularly problematic given the emphasis that Ancor placed on their SAN focus at the sharholder's meeting.

George
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