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

To: George Dawson who wrote (16595)	6/14/1998 11:14:00 AM
From: Steve Scribe	Read Replies (1) \| Respond to of 29386

Just wondering how the McData switch can be competitive from a cost standpoint. If they are using Brocade's ASIC's (2 ports per ASIC) and then they have to pay an additional fee to Brocade for use of their ASIC's, how can they possibly compete with Ancor which has 4 ports per ASIC, plus Ancor has consolidated several other chips on the motherboard that Brocade has yet to eliminate. Has anyone seen the price per port of the McData switch? Regards, Steve

To: George Dawson who wrote (16595)	6/14/1998 11:52:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

George, <<<If they don't have and end - to - end solution they certainly give the appearance of having one.>>> Not to me. McData's "Fibre-Pak" is nothing more than a marketing scheme. It offers a service which IMO is being provided free of charge by both Brocade and Ancor to their perspective OEM customers. They don't have a choice. They have to educate their perspective customers a menu of "things" to do in order to implement a FC solution. Different applications require different twist of how a configuration would look. FC adapters/hubs and switch companies only provide a piece of the whole puzzle. IBM and integrators as such are the ones which have to put together the end to end package including cabling, project management, training, migration plan, products(both hardware and software). The only product McData is going to sell well is the ESCON/FC bridge. I don't think this bridge(available 3rd Q) is going to give McData leverage for their FC products. The implementation of this bridge and switches are independent of each other based on needs. Everything else is a fair game. KJ