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

To: Joe Wagner who wrote (26639)	4/26/2000 2:09:00 PM
From: Bob Frasca	Read Replies (2) \| Respond to of 29386

I know I shouldn't be mixing it up with him but I find Herbie's column to be annoyingly misleading. I sent him an e-mail and, surprisingly enough, he actually responded. Herb: As I'm sure you knew when you published your remarks, Brocade already had an agreement with EMC through Data General. Shame on you for leaving that little tidbit out. Isn't it interesting that they've added Ancor to the mix? I wonder why? If you do a little more research you will find that most of the storage vendors will be dual sourcing their fibre channel switches. The agreement with EMC yesterday is significant because Ancor's products have now been validated by EMC and Sun, the biggest dogs in the storage business. In addition, Intel has made a significant investment in the company for the future. (Please don't give me that tired line that Brocade "turned down" Intel's investment.) Ancor IS a player and Brocade is no longer calling all of the shots. I've never understood your animosity towards Ancor. They are methodically executing their business plan and their business partners think VERY highly of them. The same can not necessarily be said of their competition. Last nights earnings release and conference call indicate that a significant revenue ramp-up has begun. I can't help but wonder if you'll publish anything acknowledging the company's phenomenal growth in the future. Will you, for example, do a little piece about how Brocade is losing market share? His response: receivables thru the roof...the point was that they're merely being added to emc. and they dont ship till late summer, at the earliest; brocade is shipping now. no way to say how that will work out. and what do you do at cpq?hg My response back to him: Receivables through the roof can also indicate that revenue's are beginning to ramp. The fact that they were "merely added" to EMC might indicate that EMC isn't happy with Brocade as a vendor. They're not shipping until summer because the EMC folks need training. It should also be noted that EMC isn't shipping any 16 port switches yet anyway. Only 8 port through Data General. My understanding, though don't take this as gospel, is that Ancor isn't all that interested in the low end stuff anyway. They're ultimately banking on the 64 and 128 port directors for the big bucks. His final response: receives are up far more than sales. hg