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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: Craig Stevenson who wrote (18004)	9/13/1998 2:18:00 AM
From: Fang Li	Read Replies (2) of 29386

<Even more interesting to me is that Adaptec and Brocade appear to be laying off people, while Ancor is staying the course.> Criag, from announced and non-announced news, Brocade appears to have grabbed all the fishes on the table. What kind of market share do we expect Ancor to get? Who is running the show in Ancor? Since you keep mentioning Cal, I figured that you might have heard something. If there is an OEM, it get to be as big as Sequent, Storage Tech, DEC, IBM? and all others combined. Because they now have about the same size as Brocade and everyone is supposedly working on SAN products(MK ?). Where is that OEM that made Ancor to throw away corns (Lan products) in hands and trying to grab something big with two empty hands? Are they really doing better than Brocade?

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