Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick Sharkey who wrote (13901)	1/27/1998 4:18:00 PM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

Pat, <<<I contineu to believe that there is a serious competitive disadvantage to these competitors for each of them to trust internal ethical walls which will eliminate the chance that confidential information will be intentionally or unintentionally shared through use of the same swtich provider. This issue will be greater for some than others, but it always has suggested to me that no one switch provider will win all of the business.>>> I agree. I think this issue is more sensitive with a handful of Tier 1 OEM prospects. That's why I don't believe Ancor will win them all and by the same token I don't think Brocade can win all of them either. KJ