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

To: Pigboy who wrote (22989)	6/25/1999 12:01:00 PM
From: Roy Sardina	Read Replies (1) \| Respond to of 29386

>>Didn't realize you liked Ancor that much. ;-) Always said I liked it. >>You mention three new players going after new switch product. Do you mind if I ask who they are? Obviously San Castle (sp?), a new player in the central valley, and a new player in San Jose. neither of which I will name ..... >>I believe you mentioned before that it might be in the best interest of the switch makers to pair up with the hub guys. Do you still hold this view? Still believe it to be true. I think a port fanout of switch ports with hubs with decent integrated management function is a price performance winner for low end NT. I don't believe that CISCO will buy a FC player, they will eventually build a NGIO or FC blade for their Router/Switch business. As always these are opinions and the market will dictate what the outcome is. Roy Sardina