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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: THOMAS GOODRICH who wrote (16173)5/14/1998 9:11:00 AM
From: Craig Stevenson  Read Replies (3) of 29386
 
Tom, George, KJ, and All:

I visited Ancor yesterday, and met Ken, Cal, Steve, Carla, and Paul for the first time. I spent about 1 1/2 hours with Cal, who gave me a tour of the facility. Several observations:

* The technology behind the MKII is phenomenal. I saw a picture of their current generation ASIC, and this is a VERY COMPLICATED device. I believe that this ASIC is really the heart and soul of the company. The team that designed this device should not be underestimated.

* I also looked at the internals of the 1/4 Gig switch, along with the MKII. There is a BIG difference between the two. The MKII has a MUCH higher level of integration, and actually appears less complex.

* There was pretty clear evidence that MKII units were really in production, and that at least some customers had them.

I'll give more details as I think of them. (My system needs a reboot. <g>)

Craig
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