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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: craig crawford who wrote (11595)	10/24/1997 10:17:00 AM
From: Steve Scribe	Read Replies (2) of 29386

In my opinion Ancor only has one real competitor and that is Brocade. McData is merely a more expensive Brocade switch. HP is no longer in the picture and that leaves Arcxel. I know someone who was at Interop and got the scoop on Arcxel. He told me that Arcxel only has 17 employees. While Ancor does 4 ASIC's per port and Brocade does 1 ASIC per port, Arcxel doesn't even have ASIC's in their switch. It is all done with firmware (a very expensive, inefficient, a primitive way to do things). Also you cannot interchange copper with optics on their switch. Thus they have to have 1 production version for optics and another production version for copper. This makes production more complicated and expensive. The speculation is that Arcxel brought out this primitive FC switch in order to gain funding for the next version of their switch that might be competitive in the future or else they hope to get bought out by someone who wants to get into the FC switch biz and doesn't want to start from scratch. I really like the way the competitive situation is shaping up for Ancor on the eve of the explosion in the FC switching market. Regards, Steve

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