The New QLogic (ANCR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Alan Aronoff who wrote (12600)	11/20/1997 3:29:00 PM
From: Earl Jones	Read Replies (2) of 29386

All, I am really surprised by the unfriendly welcome this 'one-switch' has received by this thread. Certainly, the sale of a single switch doesn't warrant a press release. This is not 'one-switch' and Ken and Cal aren't stupid. What we have with this press release is a clear, highly-visible validation of GigWorks in the LAN. AMOCO is a big company whose competitiveness resides in its ability to move large quantities of data around its network reliably. Ancor's fibre channel solution was selected OVER ATM, by a respected, technically sophisticated customer. As importantly, the changeover happened in a day- impossible to do with ATM. I believe this is big news. IMO, it won't take long before analysts start reading the trade journals and recognize the potential that the technologists on this thread have anticipated for quite a while. More importantly, it won't take long before companies start looking to fibre channel for an integrated networking and storage solution. The anticipation surrounding this company combined with the painful turns this stock has taken has created a bunch of skeptics here. That's good- investors ought to be skeptical. But we should not loose sight of the sea of change which is underway. FC is ramping up NOW, ANCR will have its share. My $.02, FWIW. Earl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next