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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: Patrick Sharkey who wrote (20786)2/14/1999 11:05:00 AM
From: Eleder2020  Read Replies (2) of 29386
 
>>If the mcData switch is superior, that move might bring significant publicity to that superiority, to the detriment of Ancor.<<<

Patrick- I think that their is always the possibility that McData and Ancor don't neccesarily need to be competitors. As for EMC, Ancor doesn't have to knock McData out of the FC box which seems a tough road to go but the strategy might be to knock Brocade out of the McData switch. If I were Ancor management I might try playing nice with McData and see if they want Ancor to provide the piece of the puzzle now provided by Brocade. In that case we get to play in EMC's playground. We'd just have to have McData membership cards.
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