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

To: Kerry Lee who wrote (20299)	1/20/1999 1:25:00 AM
From: eric sahlin	Respond to of 29386

Kerry- I talked with Brocade's contract manufacturer recently and they are very bullish on Brocade's future. They don't sign manufacturing agreements (or invest time/money)for customers unless they will be stable growth plays. The manufacturer indicated that Brocade might be looking for new ASIC suppliers. Is this a link to the rumored problems with the Slikworm? Also, any opinions on the capacity of Ancor's contract manufacturer? Will they have the capacity and quality control to handle Ancor's sales growth? Eric