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

To: Roger Arquilla who wrote (20937)	3/1/1999 12:33:00 PM
From: Bob Frasca	Read Replies (1) \| Respond to of 29386

Did I miss something? I've checked all of the news releases from EMC and I find no mention of a switch vendor. (Actually, no mention of partners at all.) Why is everyone assuming that Brocade is the winner here? Seems to me that, if they were, they would be shouting it from the roof tops. We do know that Ancor is a member of the EMC alliance and Brocade is not. Is that significant? In addition, with all due respect to Walter, an established relationship such as that between McData and Brocade is not necessarily an in. Companies change their minds all the time. Didn't Ancor actually take business away from Brocade recently? I share your concerns. I'm long since April, 1996 and my patience has been sorely tested; however, I've got a feeling that there is a lot more to this (fibre channel) story that needs to unfold and I'm going to take a deep breath and wait a little longer.

To: Roger Arquilla who wrote (20937)	3/1/1999 12:34:00 PM
From: Nine_USA	Read Replies (1) \| Respond to of 29386

Roger, Another buying opportunity. As Craig Stevenson said, "I've been waiting a longgggggg time for a selling opportunity!"

To: Roger Arquilla who wrote (20937)	3/1/1999 1:14:00 PM
From: The Freep	Read Replies (3) \| Respond to of 29386

<<This is a real let down. IMO>> Roger, I'm not sure I follow your logic here. McData, owned by EMC, has been a Brocade partner from the get go. So the let down here is that Ancor did not steal away another long term Brocade relationship? I can't view that as a real disappointment. Now, give me a potential OEM where Ancor's new MK and the Brocade Silkworm are competing head on where neither company has a previous relationship with the potential, and I'd be disappointed if Ancor didn't win. That said, I expect even that to happen a fair amount: Ancor will NOT win 100% of the business, no matter how much we hope it does. I agree it would be nice to see Ancor come out with a Tier One OEM announcement, but for now I have no reason to think the Ancor CEO was lying or trying to mislead when he said -- in public -- that he'd be disappointed not to get 1/3-1/2 of the OEMs available. Give them time. Sad to say, this is still the early part of the FC season, even though we were all around for spring training. Finally, I mean no insult, but if you're disappointed that Ancor didn't land EMC simply because so many people on SI and YHOO boards theorized that it might happen, then you're in for many more disappointments over the next few years. If you had hard, concrete proof that such a relationship was likely, particularly given the McData/Brocade history, then I'd love to see it. the freep (who, like all of us, will be very happy when we finally get that great selling opportunity)