The New QLogic (ANCR) Message Board

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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: KJ. Moy who wrote (27723)	8/29/2000 9:09:15 AM
From: KJ. Moy	Read Replies (1) of 29386

Hi,all, Through the years, we've educated ourselves the best we can on Fibre Channel, among other things. In reading some posts from the Vixel, Zoox, Crds boards on Yahoo, I get the impression that some of them got caught up with bullish press releases, or may be some information from some white papers. Some Vixel investors concluded that the Lucent deal would bring them the Holy Grail because it has the keywords of IP and FC. Some Crds investors think that all legacy devices would need their routers. IMHO these conclusions are far far from the truth. Remember Ancor's announcement way back when that they were working with Japan Telecom (Nipon?) to develop the ATM interface. What happen to that deal? It went nowhere as far as I can tell. I think in the days and months ahead, we will be bombarded with more information on IP/Nas/San/Infiniband/FC/ATM/DWDM/GE. Be careful with these forth coming news. Some of them can be right on while some of them may be totally off the mark which may adversely affect your decision in investing in this space. KJ

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