SI
SI
discoversearch

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 16.070.0%Aug 24 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nick chacos who wrote (14171)2/8/1998 10:51:00 AM
From: George Dawson  Read Replies (1) of 29386
 
nick,

We have a running interest in LSI and Brocade on this thread. I did a full text search of "LSI Brocade" and got the following SI references. Interestingly some of Ancor's most prominent anonymous detractors surfaced along with the old rumor that Brocade farmed out their FC-AL work to LSI. Unfortunately, the original SI links don't copy - but here are the references:

For all of the Ancor longs who have been here for a while reference number 8056 is particularly enlightening. It is wilhu instructing me on why 4 ports per ASIC is impossible. I guess he was wrong.

Subject: ANCR
Reply #14171, Date: Feb 8 1998 1:29AM
I don't know how to cut/paste the link but there is some Brocade info on the "LSI Logic is a good buy" thread (msg #9564) ......................

Subject: LSI Logic is a good buy
Reply #9564, Date: Feb 7 1998 7:59PM
getgo that makes good sense to me. --- Something more about that Brocade and Fibre Channel and LSI (which funded part of Brocade):
techweb.com In the fast-channel category, ................... (494 more chars)

Subject: LSI Logic is a good buy
Reply #9465, Date: Feb 4 1998 9:04PM
Here's some more: (3) Average design has 400k gates. [translated: LSI I think last year was doing something in the order of 200-250k gate designs - c. call info. The rapid
growth in design complexity plays right into LSI's hands............ (1919 more chars)

Subject: LSI Logic is a good buy
Reply #9399, Date: Feb 3 1998 4:57PM
Yes!!! I did not realize that today! Keeping my focus on that volume. All that exuberance yesterday morning has made me much quieter since then. Too darn tired. Who said
sleep was unnecessary has not met me. An article in Red Herring mentions LSI...... (858 more chars)

Subject: LSI Logic is a good buy
Reply #9208, Date: Jan 28 1998 4:22PM
According to the Fibre Channel Thread: VLSI and VTSS. QLGC is involved but I think LSI makes at least some of their chips (don't quote me on this). I recall from an article a
long time ago that their is a big consortium involved without the............... (806 more chars)

Subject: 'A Fibre Channel Future?'
Reply #194, Date: Dec 1 1997 12:19PM
Brocade Ships More Gigabit Speed Switch Ports Than Any Other Supplier in the Industry Business Wire - December 01, 1997 11:58 SAN JOSE, Calif.--(BUSINESS
WIRE)--Dec. 1, 1997-- Dell'Oro Group Survey Confirms Brocade's Market............... (5341 more chars)

Subject: ANCR
Reply #12760, Date: Dec 1 1997 12:18PM
Brocade Ships More Gigabit Speed Switch Ports Than Any Other Supplier in the Industry Business Wire - December 01, 1997 11:58 SAN JOSE, Calif.--(BUSINESS
WIRE)--Dec. 1, 1997-- Dell'Oro Group Survey Confirms Brocade's Market.............. (5345 more chars)

Subject: ANCR
Reply #12759, Date: Dec 1 1997 12:08PM
NEWS: Dell'Oro Group Survey Confirms Brocade's Market Leadership As The Company Raises More Than $21 Million in Venture Capital Funding in Preparation For High
Growth in 1998 Fibre Channel industry leader Brocade Communications............. (5466 more chars)

Subject: 'A Fibre Channel Future?'
Reply #174, Date: Nov 28 1997 11:44AM
Brocade, Whistle Snare $20M in VC Funding zdnet.com Inter@ctive Week By Randy Whitestone 11/26/97, 11:30 AM EST Two makers
of high-speed network access devices have snared $20 million apiece in............ (1250 more chars)

Subject: ANCR
Reply #12153, Date: Nov 2 1997 12:13PM
George you write: <(629 more chars)

Subject: ANCR
Reply #12150, Date: Nov 2 1997 10:22AM
Steve, There are a few problems with your scenario. 1. Some of Ancor's competitors are much more aggressive and have more cash to be aggressive with. A good example
is Sun. Their initial storage offering is a good example, as well as........... (2379 more chars)

Subject: ANCR
Reply #10916, Date: Oct 7 1997 11:16AM
George, I think you are right about LSI, but I was curious whether Brocade had the expertise in-house to design FC/AL capability themselves, and LSI was just the fab. Craig
......................

Subject: ANCR
Reply #10829, Date: Oct 5 1997 6:36PM
Re: LSI This seems like an interesting question to ponder the implications of: "Are your customers interested in a single port FC-AL product?" When taken in light of: " if
Brocade did farm out their FC-AL design to LSI..." and Fred........ (318 more chars)

Subject: ANCR
Reply #10663, Date: Oct 1 1997 1:30PM
I like Jay's theory of running stop orders the best. I doubt it is related to any real world switch competition. Craig, I liked your theory that Brocade probably already has FC-AL,
but it is not announced yet. I think the rumor was that they........... (429 more chars)

Subject: ANCR
Reply #10208, Date: Sep 15 1997 8:56AM
Patrick, I believe wilhu has suggested that Brocade farmed out the FC-AL work to LSI in the same way that Cisco did with their new router. If this is true, they will certainly get a
great deal of expertise from LSI - but I would guess at a premium....... (110 more chars)

Subject: ANCR
Reply #10076, Date: Sep 11 1997 12:46AM
Subject: ANCR
Reply #14171, Date: Feb 8 1998 1:29AM
I don't know how to cut/paste the link but there is some Brocade info on the "LSI Logic is a good buy" thread (msg #9564) ......................

Subject: LSI Logic is a good buy
Reply #9564, Date: Feb 7 1998 7:59PM
getgo that makes good sense to me. --- Something more about that Brocade and Fibre Channel and LSI (which funded part of Brocade):
techweb.com In the fast-channel category, ................... (494 more chars)

Subject: LSI Logic is a good buy
Reply #9465, Date: Feb 4 1998 9:04PM
Here's some more: (3) Average design has 400k gates. [translated: LSI I think last year was doing something in the order of 200-250k gate designs - c. call info. The rapid
growth in design complexity plays right into LSI's hands............ (1919 more chars)

Subject: LSI Logic is a good buy
Reply #9399, Date: Feb 3 1998 4:57PM
Yes!!! I did not realize that today! Keeping my focus on that volume. All that exuberance yesterday morning has made me much quieter since then. Too darn tired. Who said
sleep was unnecessary has not met me. An article in Red Herring mentions LSI...... (858 more chars)

Subject: LSI Logic is a good buy
Reply #9208, Date: Jan 28 1998 4:22PM
According to the Fibre Channel Thread: VLSI and VTSS. QLGC is involved but I think LSI makes at least some of their chips (don't quote me on this). I recall from an article a
long time ago that their is a big consortium involved without the............... (806 more chars)

Subject: 'A Fibre Channel Future?'
Reply #194, Date: Dec 1 1997 12:19PM
Brocade Ships More Gigabit Speed Switch Ports Than Any Other Supplier in the Industry Business Wire - December 01, 1997 11:58 SAN JOSE, Calif.--(BUSINESS
WIRE)--Dec. 1, 1997-- Dell'Oro Group Survey Confirms Brocade's Market............... (5341 more chars)

Subject: ANCR
Reply #12760, Date: Dec 1 1997 12:18PM
Brocade Ships More Gigabit Speed Switch Ports Than Any Other Supplier in the Industry Business Wire - December 01, 1997 11:58 SAN JOSE, Calif.--(BUSINESS
WIRE)--Dec. 1, 1997-- Dell'Oro Group Survey Confirms Brocade's Market.............. (5345 more chars)

Subject: ANCR
Reply #12759, Date: Dec 1 1997 12:08PM
NEWS: Dell'Oro Group Survey Confirms Brocade's Market Leadership As The Company Raises More Than $21 Million in Venture Capital Funding in Preparation For High
Growth in 1998 Fibre Channel industry leader Brocade Communications............. (5466 more chars)

Subject: 'A Fibre Channel Future?'
Reply #174, Date: Nov 28 1997 11:44AM
Brocade, Whistle Snare $20M in VC Funding zdnet.com Inter@ctive Week By Randy Whitestone 11/26/97, 11:30 AM EST Two makers
of high-speed network access devices have snared $20 million apiece in............ (1250 more chars)

Subject: ANCR
Reply #12153, Date: Nov 2 1997 12:13PM
George you write: <(629 more chars)

Subject: ANCR
Reply #12150, Date: Nov 2 1997 10:22AM
Steve, There are a few problems with your scenario. 1. Some of Ancor's competitors are much more aggressive and have more cash to be aggressive with. A good example
is Sun. Their initial storage offering is a good example, as well as........... (2379 more chars)

Subject: ANCR
Reply #10916, Date: Oct 7 1997 11:16AM
George, I think you are right about LSI, but I was curious whether Brocade had the expertise in-house to design FC/AL capability themselves, and LSI was just the fab. Craig
......................

Subject: ANCR
Reply #10829, Date: Oct 5 1997 6:36PM
Re: LSI This seems like an interesting question to ponder the implications of: "Are your customers interested in a single port FC-AL product?" When taken in light of: " if
Brocade did farm out their FC-AL design to LSI..." and Fred........ (318 more chars)

Subject: ANCR
Reply #10663, Date: Oct 1 1997 1:30PM
I like Jay's theory of running stop orders the best. I doubt it is related to any real world switch competition. Craig, I liked your theory that Brocade probably already has FC-AL,
but it is not announced yet. I think the rumor was that they........... (429 more chars)

Subject: ANCR
Reply #10208, Date: Sep 15 1997 8:56AM
Patrick, I believe wilhu has suggested that Brocade farmed out the FC-AL work to LSI in the same way that Cisco did with their new router. If this is true, they will certainly get a
great deal of expertise from LSI - but I would guess at a premium....... (110 more chars)

Subject: ANCR
Reply #10076, Date: Sep 11 1997 12:46AM
Perhaps , you should learn something from past experience and some update on ASIC wont hurt. I am an ex-network engr turned paper pusher. The best current silicon
technology even with 5 layers metal @0.35 micron will not get you more than 8........... (1150 more chars)

Subject: ANCR
Reply #8062, Date: Jul 27 1997 4:52PM
Kerry, I guess the writer of this article or the editor could have left off her title. But I don't see how......... (834 more chars)

Subject: ANCR
Reply #8056, Date: Jul 27 1997 1:29PM
<> Here's a FCA press release to "jog" your memory. Could you please tell me what is the............. (5420 more chars)
Perhaps , you should learn something from past experience and some update on ASIC wont hurt. I am an ex-network engr turned paper pusher. The best current silicon
technology even with 5 layers metal @0.35 micron will not get you more than 8........... (1150 more chars)

Subject: ANCR
Reply #8062, Date: Jul 27 1997 4:52PM
Kerry, I guess the writer of this article or the editor could have left off her title. But I don't see how......... (834 more chars)

Subject: ANCR
Reply #8056, Date: Jul 27 1997 1:29PM
<> Here's a FCA press release to "jog" your memory. Could you please tell me what is the............. (5420 more chars)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext