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

To: George Dawson who wrote (15889)	4/23/1998 2:35:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

George, <<This is news to me. I take it the new switch is more of competitor to the MKII and Silkworm and is not the one described in the datacom article?>> It was news to me too. I think it is CLEARLY a negative for Brocade, since they currently OEM to McData, but this new switch could be a competitor to Ancor's MKII also. McData will probably have their hands full delivering to EMC, so I'm not too concerned at this point, but it certainly bears watching. Remember that EMC spun off McData with the express purpose of allowing them to compete as an independent entity. (I'm not sure they were totally successful in that effort, at least not yet.) Craig