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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Sunny who wrote (12429)11/11/1997 10:17:00 PM
From: iceburg  Read Replies (1) of 29386
 
Sunny,

What Ken was trying to say is:

1. Ancor doesn't make Fibre optic products, they make Fibre channel products. Fibre Channel is an ANSI standard networking protocol. Fibre channel can run on copper, or, if large distances(up to 10KM) are needed, fibre.

2. Current transfer rate of FC is 1 Gbit/sec. Plans are in the works for 4Gbit/second transfer rates.

3. Fibre channel is in the early stages of replacing SCSI as the storage standard. Fibre channel drives are being shipped and FC Storage Area Networks (SANs) are being developed by many, many companies presently.

4. There are over 100 companies in the FC association in different capacities. Ancor was one of the founding companies of FC.

5. Ancor sells many FC products but the place they are concentrating is in the FC switch market. Switches allow many devices to be hooked together and communicate and unlike hubs that have an aggegate bandwidth of 1Gb/sec, switches have 1Gb/sec bandwidth per port and the switches are cascadable for virtually unlimited bandwidth (at least with Ancor's switch)

6. FC is just beginning to gain more than niche status. Look at the lower end FC companies and their projected revenue ramp up in the next couple years for an idea of where the technology is going.

If you are a serious investor I suggest reading the Ancor home page, Craig Stevenson's page (could somebody post its location?) for starters.

Good luck,

Steve
4.
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