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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: iceburg who wrote (16924)	6/29/1998 10:36:00 PM
From: George Dawson	Read Replies (2) of 29386

Steve, I'm not so sure it's an impersonation. There is a lot of pressure out there to produce FC capitol. I think your thoughts about FC VC was right on the money. Roy has already posted what Brocade needs for the IPO. McData clearly wants a big piece of the action, bigger without Brocade's ASIC in their equipment. The information on the Yahoo Sequent thread about Brocade's switches shipping with their systems is potentially interesting - if it is true they are not shipping fabrics. It gives me the impression it is down to the wire - even for Brocade. I maintain a lot of people want Ancor out of business or bought out. Janski, I think a buyout would slow things down and also set the stage for what many of the private FC companies want - a buyout at a premium price by a big FC vendor. After all, if you build FC switches - even 4 gig switches - what do you do for an encore? It is a very narrow window. George D.

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