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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: George Dawson who wrote (16874)	6/29/1998 8:24:00 AM
From: Craig Stevenson	Read Replies (1) of 29386

George, I agree with you that McData appears to be heading towards a completely McData switch at some point down the road. (That is what I expected this time around.) Although this certainly could mean another potent Fibre Channel switch competitor, I am worried about another angle. If McData has been able to successfully take Brocade's intellectual property and put it on ONE ASIC, that would mean a 16-port ASIC, which would leapfrog where Ancor is today. Even if Ancor skips the 8-port ASIC, I seriously doubt that they are going beyond 16-ports on a single ASIC. That levels the playing field, and negates Ancor's lead in ASIC development. The other danger that I see is if McData and Brocade have a technology cross-licensing agreement, where Brocade would actually be able to use the 16-port ASIC that McData developed. Craig

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