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

To: janski who wrote (13736)	1/17/1998 8:51:00 PM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Janski, which OEMs has Brocade won, how much revenue have those OEMs generated to this point, and how much additional OEM revenue will be generated? Who else will Brocade win as OEMs, and please tell us, in your opinion, precisely why, as a matter of technology or marketing, why Brocade will wiin every other contract which is available, and that Ancor will win no contract? Why will significant OEM opportunities want to share their technology with a single switch maker such as Brocade, to enable that single source to provide all switches at the risk of disclosing proprietary technology, since ethical walls are extremely difficult to police? While this may be how these technology giants will proceed, this seems to be a significant issue which you have never discussed in support of your conclusions about Ancor's prospects, and I would appreciatge hearing you position on this issue. Please let me, or us, know how you factor this consideration into your conlcusions -- I have always thought that this is a very powerful reason to believe that Ancor will ramp sales in the storage area since the universe of OEMs will not trust their technology to a single switch source. Who else other than Brocade will win an OEM switch contract? If you believe that Brocade will win them all, complete with the manufacturing and production problems that will occur as the demand for fibre channlel products ramps up, how will Boracde be able to produce all of that product as the single source for switch products? Is the Brocade switch so good that Sun, Compaq and whoever else Craig is discussing will wait until Brocade, and its outsources, can accomodate demand? Why, in your opinion, is the Brocade switch better than the Ancor switch? What are your reasons why do you believe that Ancor will not win any other OEM storage contracts? Has Ancor's OEM with Bull, which apparently was one achieved because of a what may be a unique "microchannel bus" which was discussed on this thread earlier, generated any revenue? If not, why not? Is it the switch, or the Escala server which is the problem? Why did bull bother with Ancor is they announced a product which was DOA when the announement was made in July, 1997 (which may explain why a vacation delayed the announcement of a hot new product which we have heard nothing about since that time). Would you please tell us all of the facts that you know, your sources and anything else that you know in support of your anti-Ancor advocacy other than the resultsto date as reflected in Ancor revenue announcements? While the absence of results thus far may be a reasonably basis for your conclusions, if that is the basis, please tell the board rather than to leave you views to speculation. Thank you.