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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: KJ. Moy who wrote (20873)	2/24/1999 11:47:00 PM
From: Eleder2020	Read Replies (2) of 29386

>>>EMC holds a technology edge over Dell and others, analysts say. EMC targets the high end of the NT storage market. Its systems typically cost more than $1 million. Dell's SANs will target midrange NT networks. Dell will offer a system that connects four midrange servers to 720 gigabytes of storage for less than $250,000. ''Our goal is not to compete head to head with EMC in the high end,'' Dell's Reinis said. ''They've been in that market space a lot longer.'' EMC and Dell likely will meet in the middle someday, says John McArthur, an analyst with Framingham, Mass.-based International Data Corp. <<<< KJ, It seems this is how the Brocade and Ancor battle started out also, though it was a death struggle for these two startups at the beginning. Ancor got beaten up and had their lunch money stolen in that matchup.Brocade just couldn't quite finish Ancor off much to the dismay of some Silicon Valley VC's.Brocade could of just touted the future of FC(and why to invest early) to their hearts content without Ancor benefiting(the two companies get compared).I imagine if Brocade had been successful in killing Ancor off , they'd already be public.Certainly with Ancor running second in business outlook and 1st technically, Brocade may have factored that into the possible rewards of going public. Ancor who started out as king came so close to having Brocade suck the life out of them after self inflicting wounds. You know what they say about attacking the king....... Looks like there is going to be money for everyone in this ready to boil over pot. It seems this was a good start for Dell(and a good win for Brocade) to get their feet wet in SANs networking with a huge built in customer base(brand name). Dell certainly defined their objectives quite well and they get to learn on the job on small networks. Any updates on how you see the FC industry evolving. Ed

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