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


To: szabel who wrote (27118)5/24/2000 8:53:00 PM
From: Carolyn  Respond to of 29386
 
It is my understanding that QLGC will continue to supply BRCD. For how long remains to be seen, but I would think for awhile.
IRID was in trouble from the beginning with faulty planning and huge expense. I see no similarity here.



To: szabel who wrote (27118)5/24/2000 8:59:00 PM
From: Greg Hull  Respond to of 29386
 
szabel,

I've seen you on the JDSU thread for the last few days. What attracted you to this board? If you check the SEC filings you will see no mention of Brocade as a customer of QLGC.

Greg



To: szabel who wrote (27118)5/24/2000 11:11:00 PM
From: KJ. Moy  Respond to of 29386
 
<<This looks when Motorola bought that satallite company called "Idruim". >>

Motorola started Iridium (not Idruim), they didn't buy it. Get your fact straight.



To: szabel who wrote (27118)5/24/2000 11:15:00 PM
From: richroni  Read Replies (1) | Respond to of 29386
 
Also from the SEC form 425

Question by Art Grey
...If you could walk us through what you see going on long term with the Ancor relationship and why it will not be a negative relative to the rest of the switch companies out there I would appreciate it. Thank you.
Answer
This is H.K. We have taken a total look at the industry. We have looked at every switch supplier and we have talked to. We have been in this business for a long time. What we see is the key is what is happening in the industry is that there is a big question about a few things that are happening. One: the customers, the OEM customers telling us for a long time now that they are looking for a second or
alternate viable switch supplier. So that is one point we looked at. The second important point is: that there are also all the switch suppliers, except one, also believe strongly in the interoperability issues. It is not happening in the industry so we want to take the leadership with that. The second important point is we don't sell anything to Brocade, we don't market anything with the Brocade and Brocade doesn't help with getting any design wins


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