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

To: trendmastr who wrote (23758)	8/15/1999 5:44:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

tm, Great job on the transcript. I hope you type faster than me. Brocade used to talk quite a bit about ports shipped: techstocks.com Vixel even came out the following spring saying they had shipped 500,000 gigabit/s ports. I wonder what the "obvious competitive reasons" for non-disclosure are now? George D.

To: trendmastr who wrote (23758)	8/15/1999 6:16:00 PM
From: w2j2	Respond to of 29386

T.M: Thanks! What wasn't said, and I infer: Brocade's competition is dominating the "high end", and EMC/Mcdata is going with the competition. wj

To: trendmastr who wrote (23758)	8/15/1999 7:13:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 29386

trend, you are a master. thanks for the script. excellent reading. it seems obvious Brocade takes a page right out of the CSCO textbook. i used to love hearing CSCO CEO Chambers act like there is absolutely no competition out there in the WAN and then later in the Ascend conference calls, CEO Ejabat (back before LU grabbed 'em) saying right back that they "don't even see Cisco" in there competing. good entertainment if you ask me. i can't wait to be entertained by Ancor's next few press releases. pigboy

To: trendmastr who wrote (23758)	8/16/1999 1:26:00 AM
From: Eleder2020	Respond to of 29386

Trend- Great work. If I remember there seems to me question missing. One of the analysts asked about the discrepency of $23 million in revenue this quarter versus the 83 million in projected sales or something like that. I was curious about the wording of the question. Not that it is important because I don't think they answered it anyway. Trend-Thanks again Ed