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

To: iceburg who wrote (12236)	11/4/1997 6:36:00 PM
From: A. Henry Marzullo	Respond to of 29386

I do get the full picture now. I just would feel better if I knew they actually landed one or two good size U.S. OEM contracts. This waiting game for OEM contracts is definately a little stressful for us shareholders, and I guess my stress is showing. Still long, optimistic and a little paranoid. I think I need a vacation.

To: iceburg who wrote (12236)	11/5/1997 1:55:00 AM
From: Kerry Lee	Respond to of 29386

iceberg, you wrote: <<Brocade's 1 Gig Class 2,3 switch was ready before the MKII. This gave Brocade a head start on integration and building systems using such a switch and hence you are likely to see announcements from Brocade before Ancor (like the DEC announcement). Ancor currently has the best switch so they are likely to win many OEMs. The OEM's that require class 1 and FC-AL are likely to go to Ancor as they have the first product to market in these arenas, but there remains product development time. DEC has had Brocade's switch for quite some time and just now the partnership was announced. Ancor is now helping to design and build products under NDA's with its new switch. >> Steve, I am not aware of any other significant OEM's beyond DEC and SQNT whose product cycle could not wait for Ancor's MKII switch. I could be dead wrong, but I don't think that another Broke-Ade OEM deal preceding Ancor is necessarily "likely". Therefore any new OEM wins should be based on a real competition between Brocade and the new MKII. My info is that 6 months ago DEC had to make a decision to start working with a FC switch vendor to go into product development which involves software development and extensive interoperability and qualification testing. Ancor simply did not have Class 2/3 optimized for either Sequent or DEC. In other words, mistakes were made and they handed over the early stage Storage OEM market to Broke-Ade on a silver platter. A Management blunder to say the least, but not surprising since Ancor did not have Storage people making the key decisions. Contrast that to the new team featuring Ken Hendrickson and Carla Kennedy who are Storage veterans and know the storage industy inside and out. The new Board member from TeraStor ( ex-Seagate ) is gravy. I am going to speculate that Broke-Ade will win OEM deals and Ancor will win OEM deals. The FC market is going to be huge and both Broke-Ade and Ancor are well-positioned to capitalize on the market opportunity.