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Technology Stocks : The New QLogic (ANCR)

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Aug 24 5:00 PM EST

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To: GuinnessGuy who wrote (21766)	5/14/1999 2:02:00 PM
From: Greg Hull	Read Replies (1) of 29386

Craig, I believe that the Ancor switches with 16 port ASICs will not be shipped until after the Brocade Cocoon switch is shipping. Someone can correct me if I am mistaken or if they have a more definitive date, but I believe I heard that the 256 port switch will be available this year and that the 16 port ASIC will be used in it (I hope so or else there will be 64 of the current ASICs in it). Ancor wants to incorporate the cost reductions into the 8 port and 16 port switches as soon as possible so it seems likely to me that the new ASIC will be used in them this year, too. Ancor's appetite for integration exceeds current wafer fab capabilities. I'm a little confused whether this affects the first 16 port ASIC, or follow-on projects. For you techies, I believe they are using 0.35 micron line widths and will require 0.18 micron fab for some of their plans. Any ASIC engineers out there who can comment on this? No comments on current contracts Brocade enjoys with CPQ or Dell. When suggested that the HP contract for switches with McData would be expiring soon, they would not comment because they couldn't remember if what they knew was public information. I was left with the impression that HP might be available within the next year. As an aside, there was a little reflection on how different things might have been if the HP chip had performed correctly a couple years ago. In all likelihood Ancor would have retained the Sequent business. This would have eliminated the need for preferred convertibles (or at least drastically altered them). The Brocade Prospectus that a stock broker brought to the meeting probably would not be available today, and it would have been Brocade who would have been on the rocks last year. No shareholder lawsuit. All of this at no fault of Ancor. Someone brought up the issue of the lack of ownership by board members. At least some members of management share our concern. Apparently some board members thought that it might not have been a wise financial decision to buy stock in Ancor last year. We've survived a lot and maybe the pot of gold is just over the next hill. Greg

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