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


To: Alan Aronoff who wrote (14979)3/11/1998 8:49:00 PM
From: George Dawson  Respond to of 29386
 
Alan,

Recalling Craig's previous post on DEC and Brocade's technology agreement (and the 3 responses):

Message 3264562

it may bode very well for Brocade.

George D.



To: Alan Aronoff who wrote (14979)3/11/1998 9:08:00 PM
From: Alan Aronoff  Read Replies (1) | Respond to of 29386
 
ANCR files an S-3 related to the Class C offering.
freeedgar.com



To: Alan Aronoff who wrote (14979)3/12/1998 8:39:00 AM
From: Craig Stevenson  Respond to of 29386
 
Alan,

<<What's your take on DEC OEMing SQNT's NUMA line? It does seem to strengthen Brocade's position with regard to DEC and consequenlty with CPQ as well.>>

I think it is a positive for the Fibre Channel industry that DEC is OEMing Sequent's NUMA line, and it certainly is a positive development for Brocade. Although it does rub salt in the wounds of Ancor shareholders, the rapid adoption of Sequent's NUMA-Q machines will spur other companies to compete on a performance level. I think that will ultimately help Ancor.

Craig