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

To: Fang Li who wrote (18862)	10/28/1998 8:37:00 AM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Fang Li, <<Storage Tech and Sequent are selling Brocade's switches for $3000/port. Could Ancor's switch be used as a substitute without major modification in their systems, and what is the possibility of Ancor getting some business back?>> I don't think Fibre Channel switch interoperability is to that point yet, although I think we get closer every day. It is difficult to unseat the incumbent switch maker, since all the qualification and testing has already been done. However, I would imagine that the difference in price between a Brocade switch and an Ancor switch might make some of these companies take another look. I wouldn't count on it, but it is certainly possible. Craig