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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: Zeev Hed who wrote (22330)	6/3/1999 11:45:00 PM
From: iceburg	Read Replies (1) of 29386

Zeev. 1. Their only formidable competitor at this point in time (i.e. the only vendor whose switch is in serious evaluation at a major player) is Brocade Communications. 2. Ancor believes their share of the switch market will be over 300M in 2001. Don't argue with me on this point, I will just say 'hearsay' 3. Brocade Communications still has a market cap 4 times that of Ancor even though Ancor has landed two of the top five storage companies in the world. By the way I am not saying Brocade is over-valued.... 4. One should start to believe Ancor management's claims that they will be disappointed if they don't win 1/3 - 1/2 of the switch buisness going forward. 5. If Ancor is really going to come out with a switch at the prices we are hearing about, who is going to buy a hub next year??? Who is going to buy a competing switch? Food for cranial consumption.

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