Curt,
Four points that Ken said made a great impression on me.
1. Our switch is unique (he said it two or three times during the conference call). It allows legacy devices (private FC_al devices) to also participate in switch mode (i.e. fabric mode).
2. Mark Gundy asked if Ancor's switch is the switch of choice for the Connectrix system. Ken laughed and said he hadn't heard that. Ken said it will depend on how well Ancor will do in terms of support, training, etc. Later Ken said (towards the end of the conf call, answering someone else's question) Brocade was there first because of Clariion. And, Clariion basically uses 8-port switches. Connectrix system users will use primarily 16-port switches. I got the impression that EMC will use Ancor's 16-port switch for the Connectrix system unless Ancor mess up.
3. Ancor is actively contributing to a core group (level 1 group) which consists of Intel, IBM, CPQ, Dell, HWP, SUN, MSFT in Infiniband.
4. At closing, Ken said Year 2000 will be the breakout year for Ancor. The future is brighter than ever. |
