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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: Roy Sardina who wrote (15769)	4/16/1998 9:40:00 AM
From: Craig Stevenson	Read Replies (1) of 29386

Roy, I see your point about the sub $1000 price point. It is similar to the sub $1000 computer. Sort of the holy grail. I'm not sure it can be done with 2 or 4 ports per ASIC, though. It will probably take the next generation (probably 8 port) ASIC to get there. Speaking of ASIC design, to date, it seems as if most of the FC design work has been done by companies like Ancor and Brocade. At some point, it seems to me as if the big boys will start to work on FC ASICs too. (More than just the basic functionality.) I'm thinking of TI's work with putting a complete Ethernet switch on a chip. Craig

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