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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Craig Stevenson who wrote (18938)10/29/1998 1:13:00 PM
From: GuinnessGuy   of 29386
 
CraigS1,

Some nice words about the SAN/FC business from Box Hill's earnings related press release today:

''Over the long term, we believe we are exceptionally well positioned to take advantage of the growing demand for storage systems, particularly SAN systems.
We are hearing from numerous sources, including the results of surveys recently conducted by other parties, that customers are increasingly embracing Fibre
Channel and SAN solutions. We are committed to providing these solutions while maintaining our excellent reputation for providing reliable and complete SCSI
and Ultra-SCSI based systems.
''
biz.yahoo.com


If Ancor's switches can meet the price point of managed hubs, is there any reason that we'll have to wait for the normal migration to switches? It would seem like Ancor's new 8-port switch just short-circuited the typical migration path.

Warning: I double-downed yesterday at 1 3/4. Look out below.<G>

CraigS2
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