Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: George Dawson who wrote (17081)	7/8/1998 9:30:00 PM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

George, If the Brocade/STK press release says what I think it does, this could explain some of Ancor's apparent OEM losses. If Brocade has developed some sort of proprietary method of connecting private loop drives to their fabric (that Ancor doesn't support), OEMs with a bunch of private loop drives would favor Brocade's approach, even if it is non-standard. Worse yet, this could create a bandwagon effect for Brocade, making their approach a defacto standard, and leaving Ancor out in the cold. Craig