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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: J Fieb who wrote (13568)	1/10/1998 12:14:00 PM
From: George Dawson	Read Replies (1) of 29386

I think the comparison between Brocade or Ancor and CNT's Ultranet Storage Director depends on a couple of the things, including: 1. The efficiency of legacy interconnect devices like this: ancor.com Specifically, can data be transported from an FC switch through this device and out through an ATM switch as fast as the CNT device? The WAN speeds they are describing are the potential bottleneck in this system. There is also the NTT-Ancor collaboration on an ATM-FC interface, the results of which are not known at this time. 2. Cost - The CNT device with the fewest modules (5) is priced at $80K. An FC switch with 8 channels is in the $20-30K range. I don't know what the cost of the interface device is, but if it it $50K or less the FC to Interconnect system will offer more ports at equivalent cost. I think it does point out that there is a market here and that FC switch manufacturers could come up with a package directed at customers with a switch and an interface requirement. At the high end I think you will eventually see multiple switches running into WDM devices, some of which would be cost competitive with the high end Ultranet at the $200K price. George D.

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