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: Earl Jones who wrote (12602)	11/20/1997 4:03:00 PM
From: George Dawson	Read Replies (1) of 29386

Earl, I agree with you up to a point. If Ancor wants to sell in the LAN, the time is *now*. They have a number (Amoco, Boeing, Mt. Subaru) deals that are all on the LAN side. They need to be hitting the following points hard: 1. Superiority to ATM, and the specific ATM switches that were replaced. I don't know if everyone had a chance to scrutinize the Sun link on GE I posted last week, but that author said he "laughed" when he considers the idea that GE could outperform ATM in the LAN. This ATM hype is not insurmountable. 2. Plug and play aspects - FC is very easy to install, assuming the right cable is in place. 3. ATM does not support SCSI protocol, and can't be used in the SAN. There are certainly reasons to be optimistic, but there is a window of opportunity rather than a sea of change.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next