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

To: Bob Frasca who wrote (26159)2/18/2000 4:02:00 PM
From: buck  Read Replies (1) | Respond to of 29386
 
<<"Two things might happen" said Kumar. "Either Ancor shares rise to Brocade's valuation levels, or Brocade falls back to Ancor's.">>

Gosh, what insight! No wonder they pay him so much! Except he missed #3 -- they meet somewhere in the middle.

Actually, I like Kumar's stuff...this line just cracked me up.

buck



To: Bob Frasca who wrote (26159)2/20/2000 6:27:00 AM
From: nic  Respond to of 29386
 
From the same article:

Ingalls agrees but adds, "There's more to a switch than plugging a wire into a wall. Brocade has a robust operating system running on its network which is key to traffic management." He believes Brocade products are better designed partly because they use fewer chips.

Can anybody see where that "fewer chips" claim might be coming from? I always thought of it exactly the other way round, due to our higher port/asic integration...

- nic


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