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

To: Lhn5 who wrote (27718)	8/27/2000 1:45:50 AM
From: Roy Sardina	Read Replies (2) \| Respond to of 29386

InfiniBand is a hard call. Intel and the guys are pouring huge money into it. I have seen Business Plans for a couple of decent InfiniBand start ups, and Cisco likes it alot. The MAC technology and expertise that QLGC has from their FC stuff is not as relevant as their SCSI technology might be. This puts them at a big advantage to the FC Centric guys. In general owning a MAC will always be an advantage and Q owns several (Ancors, theirs, and the IB one, the switching guys will always stay on top because of this. Roy Sardina