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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: Jeff R who wrote (19011)	10/31/1998 12:44:00 AM
From: George Dawson	Read Replies (1) of 29386

Jeff, My impression is that the only people actually moving SANs are EMC/McData who are of course using Brocade ASICs, but seem determined to eliminate those ASICs and put in their own. The response I have got by people identifying themselves as engineers on the Sequent thread have said that their NUMA systems are shipping with a single FC switch. My impression is that things are certainly picking up, but SANs are still few and far between. I would appreciate any hard numbers. If things ramp up as we anticipate, I think any major deal could conceivably vault Ancor, Vixel, or Brocade into the lion's share. I also think that McData as it stands is set up to directly take market share from Brocade. Whether to load up or not depends on the end game with the conversion and the announcement of deals - two topics that generate a lot of discussion here. George D.

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