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

To: John E. Mansfield who wrote (23078)	6/29/1999 10:10:00 AM
From: Mr. Twister	Read Replies (1) \| Respond to of 29386

LEHM Lehman Brothers has just shown up on level 2 for the first time in recent memory. They have been playing on both sides of the road. Normally Ancor carries 17 MMs or so. Today, I show at least 25. Many of the add-ons are ECNs, similar to ISLD and ARCA. Andrew

To: John E. Mansfield who wrote (23078)	6/29/1999 10:17:00 AM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

John, <<Kerry or KJ. Do you think the Sequent/Brocade relationship influenced the IBM decision?>> I think it is one factor, an important one. IBM needs a stronger presence in the unix server world. They can't afford SUN or HP. Sqnt is cheap and quite good, I must say. Their FC implementation was somewhat proprietary as I recall. I don't know if they have changed and is now more conform to the standard. << Are OEM camps forming?>> I believe it is, loosely, not very tight, i.e. I can see Ancor has both SUN and HP while SUN and HP are archrival and yet working together on some similar platforms. KJ