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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: Gus who wrote (27459)	7/11/2000 1:01:14 AM
From: George Dawson	Read Replies (2) of 29386

Gus, Good to hear from you. Intel's investment in Ancor was viewed as a positive by most of the longs here: ancor.com There is a fairly good associated ppt presentation showing the connections and phases. Basically looks like Intel has a switching chip that they want to connect to other processor and disk clusters through the IB switch. Point 6 from my notes on the shareholders meeting has probably been underemphasized: Message 13722482 I think management has said that several Ancor engineers have significant initiatives in the IB area. There is an excellent IB white paper available on the Ancor site: ancor.com From the QLogic side, they have been talking about deploying IB in the next several years, including this interesting joint release with NTAP: qlogic.com The relevant IB excerpt is: "“QLogic is enthusiastic about DAFS because it sets the stage for the commercialization of VI - initially on Fibre Channel, with future deployment on InfiniBand,” said Frank Berry, vice president of product marketing for QLogic's Computer Systems Group. “As the leading provider of Fibre Channel network interface cards (NICs) for storage applications, QLogic is excited about this opportunity to extend our SCSI and IP protocol based products into the VI space.” The only variable at this time is Ancor's timetable on the switch (2001) and how well it works. I would imagine that Ancor and QLogic will be working on a fairly seamless IB product to cluster everything. George

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