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

To: George Dawson who wrote (22035)	5/25/1999 12:10:00 AM
From: trendmastr	Respond to of 29386

George: Thanks, but I wasn't confused about that part of the post! I understand English, it's technology that confuses me, although I probably can explain Brocade's business a little better than The Street.com did: << Elsewhere in new issues, Morgan Stanley Dean Witter priced Brocade Communications Systems' (BRCD:Nasdaq) 3.25 million-share IPO above-range at $19 a share. The company is a supplier of switches that computers use to save information. >> tm

To: George Dawson who wrote (22035)	5/25/1999 12:40:00 AM
From: Douglas Nordgren	Respond to of 29386

"BRCD really had nothing to do with it. It was Ancor engineering all the way." And a bit of timeliness to market doesn't hurt either. <g> Vixel has the low end covered and is already channeled with IBM and Sun. Brocade couldn't make the high end meet with their modular port and was never in the running. Vixel's 8100 switch debuted with self configuring ports ala Ancor's. Even though they say they are now shipping, their interop shake out cruise has a few legs left to tack. HP expressed dissatisfaction with and doubts about the high end scalability of the EMC Enterprise package. No one in their right mind single sources anymore if they can afford not to. A Vixel - Ancor dual sourcing deal sounds sweet. Ancor may have to share some pie down the road with Vixel's switch, but right now the deep dish switch market is all her's. Nothing like a little timely self-discovery, neh? Ancor's IPO today will be interesting, feel like a VC holding at financier prices. More than one way to play the Venture Cap angle. Buona Fortuna Douglas

To: George Dawson who wrote (22035)	5/25/1999 10:00:00 AM
From: Patrick A. Kelly	Read Replies (2) \| Respond to of 29386

George, in regard to your post on the Fibre Channel Future thread: From: +George Dawson Tuesday, May 25 1999 8:39AM ET Reply # of 1279 The other important excerpt: "Morgan Stanley & Co. Incorporated expects to deliver the shares of common stock to purchasers on May 28, 1999." George D. Does this mean that BRCD will not be trading until the 28th? If so, I hope that would explain the lack of enthusiastic trading so far today in ANCR. Thanks