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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: PAR who wrote (22960)	6/23/1999 3:06:00 AM
From: Heddon	Respond to of 29386

EMC could easily be the next OEM. The marriage between HP and EMC has been dissolved. EMC took another hit on Monday. If AR is right that we are out of the running at the "garage company (HP)" then that leaves us with EMC. Unless Vixel has a secret weapon.

To: PAR who wrote (22960)	6/23/1999 12:15:00 PM
From: Technocrat	Respond to of 29386

A reader posted the following on the EMC board regarding ML's take on the IBM announcement. Note the time lag and the implied criticism of the Brocade switch. Message 10236723 Of course, no one ever seems to clarify which switch is being talked about: the old one, the new one, the one the lab bench, etc. Have some very strong impressions based on Sun and Oracle's joint "dog and pony" show currently happening in Boston in front of a thousand techies. No question that Sun and Oracle are the front runners in the technology which will heat up the Web business. The Raw Iron stuff is for real. IBM needs to partner to catch up. SGI is probably as good as dead (I'm dumping my shares at the first opportunity).