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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: iceburg who wrote (12482)11/15/1997 10:57:00 AM
From: Steve Scribe  Read Replies (3) of 29386
 
<<<That turning point has already come for Fibre Channel, the
high-performance serial link that is in line to replace SCSI. A number
of Fibre Channel products are already being shipped, and several more
will be unveiled at Comdex. Some observers see the recent announcement
of a Fibre Channel disk drive from IBM Storage Systems Division (San
Jose, Calif.) as a key sign of support, particularly given the recent
decision by the standard committee to drop the proposal to merge SSA and
Fibre Channel.
"Given the politics and passion that have been going on, this is quite a
significant turn," Jones said. "IBM's drive is not Fibre Channel EL [the
proposed name for the Fibre Channel-SSA merger]; it's just Fibre
Channel. That means all the major drive and system companies are
supporting Fibre Channel for next-generation products.">>>

Now that IBM has given up on SSA or a merged SSA-FC standard and is
now on the Fibre Channel bandwagon I wonder if they will become a
potential OEM for Ancor, Brocade, or McData or if they will blow the
dust off their quarter speed class 1 FC switch that they developed
while working with Ancor a few years ago and use that. Time will
tell. I think that Ancor should be knocking on their door if they haven't
already. I think IBM would want to go with the lowest cost, best performing FC
switch in the world. Time will tell. Even if if IBM is a longshot
for Ancor, it is another possibility to consider when evaluating your
Ancor investment.

Regards,
Steve

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