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

To: Joe13579 who wrote (15874)	4/23/1998 9:14:00 AM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Rob, This isn't meant to be a cheap shot, but what happened? Your last series of posts have been extremely informative and thought provoking. Where is the Ed/Rob ANCR bashing tag-team that we knew so well? <g> Craig

To: Joe13579 who wrote (15874)	4/23/1998 9:37:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

To All, I can add a little information to the McData/EMC/Brocade relationship. McData, a subsidiary of EMC, bought the HP Fibre Channel division (Canada). A number of Brocade people worked there, but couldn't get the switch finished. McData has now finished the development. As to what features this switch will offer, or the price point, I don't know. I do expect that EMC will use this switch, and thus will probably NOT be an OEM candidate for Brocade or Ancor. As to any potential OEM deals from Compaq, I think that is very unlikely, due to their existing hub relationship with Vixel. (Given Vixel's recent acquisition of Arcxel.) I think Ancor's leading candidates for OEMs are IBM, Hewlett-Packard, and Sequent. (I know, I have been talking about Sequent for a long time, with no results, but they have been shipping NUMA-Q for a while now, and will likely need the scalability at some point.) Craig