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

To: Dean Wilson who wrote (19643)	12/7/1998 10:00:00 AM
From: Pierre Aydin	Read Replies (1) \| Respond to of 29386

Perhaps ANCR should go after DELL? Pierre

To: Dean Wilson who wrote (19643)	12/7/1998 11:00:00 AM
From: w2j2	Read Replies (1) \| Respond to of 29386

No question. Brocade is the leader in the SAN FC switch business. They identified the market a couple of years before Ancor, while Steve O'hara and co. were focused on FC LANs. Brocade got there first, with great marketing and connections. Look at their list of first tier OEM's. Look at their revenues. Then look at Ancor's...Ancor, the first company to commercialize FC, had the market taken from them. Fortunately, it is still relatively early in the FC game, and Ancor has new management. Stay tuned for the bottom of the first inning....wj