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

To: JB who wrote (14611)	2/22/1998 3:11:00 AM
From: Bradley W. Price	Read Replies (3) \| Respond to of 29386

From the EET article: "It may be that a SCSI company had 60 percent of the market, but that won't necessarily be true in Fibre Channel," Christensen said. "Companies like Unisys and Digital Equipment can reshape themselves. The market makers won't necessarily be the same." Hmmmmmmmmm.........I wonder why she chose these two companies to talk about. I mean, there are a lot of companies she could have talked about. Why these two? Brenda rarely talks about anything unless it helps Brocade out. Isn't she basically saying that Unisys and DEC (the gang who couldn't shoot straight) have a shot of knocking off Sun/HP? As VP of Marketing at Brocade, why would you want to potentially insult two major customers by publicly stating that they could get run out of the business-unless they are not potential customers!. Brocade has a technology agreement with DEC which appears to be moving towards NT. Unisys is basically an NT company. Unisys used to tout the advantages of class 1 on their home page, which Brocade doesn't have. However, Roy Sardenia says that Brocade is developing an 8 port switch, i.e. moving down the food chain, and for a small cluster of NT machines, an 8 port switch is probably perfect. Also, Ken H. thinks NT won't ship before 2nd half 99, so that you got time to spin ASICs for new switch, then do the integration. BTW, has anybody ever seen a multi-TB database run off NT - just curious? If you don't have TB of data, from my limited technical knowledge I suppose you may be able to get by without A/L. So, where does that leave us? Brocade: Sequent - (a unix house, but there apparently is trouble in paradise because Sqnt has requirements for more ports and Brocade is going the other direction, and oh yeah A/L doesn't work yet!) DEC-NT StorageTek-heard anything more here Kerry? ANCR-??????????????????? Unknown- SUN-Unix HP-Unix and NT IBM-UNIX, NT? (not sure) SGI-UNIX CPQ-NT Unisys-NT Just idle speculation! IMHO, of course, bp