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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Technocrat who wrote (4091)	3/18/1997 8:10:00 PM
From: KJ. Moy	of 29386

Technocrat, you wrote <<<<With ATM and Switched Ethernet you have to add expensive hardware in front of the disks before you can actually attach them to a network; or you have to add a server. Not so with Fibre Channel: the drives plug directly into the network. This part of the charm---you just keep adding disk after disk without paying a fortune for the hardware to connect it all together. Don't expect Sun to do this for you: their server sales are too lucrative. This network-attached storage approach scales well in both capacity and bandwidth since you can add a switch when necesssary to get the bandwidth.>>> I expect server vendors such as Sun, HP and others to start using FC/AL, FC switches to connect to disk arrays for increased performance. Old disk arrays with SCSI interface will start using adapters to fit into the big picture. Ancor will get a healthy market share IMO. In terms of FC in the WAN, I don't expect much activity until later part of 1997 and early 1998 until the ATM/FC high performance interface is available between NTT and Ancor.

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