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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: George Dawson who wrote (16309)	5/20/1998 11:12:00 PM
From: J Fieb	Read Replies (1) of 29386

Craig S. and George D., Thanks for the near real- time reports of on-site visits to ANCR. I was nervous and might have folded, instead I bought. Gilder says that networks of PCs are polynomials where the real power is a mathematical equation that is n to the n-1 power. For those of you who haven't read Gild. yet, that means that the more of you who make some contribution to this thread the better off we will all be. Thanks. Here is an n-1(or more) response to your contribution. He believes Ancor's ASIC team is "second to none" and he qualified this by saying he has extensive experience in the industry with ASIC teams. He also said they are loyal and that when California calls - they hang up. Upside did a story about the critical nature if intellectual capital and how to put a price tag on it. The article said that in the valley there are no hostile takeovers because if the IC doesn't like it they just get up and walk and there isn't anything left but an empty shell.. "When the CA vultures call ANCR just hangs up! ANCR's IC sounds committed to see this through to fruitition. You can bet the calls would have $$$ and a chance for immediate gratification. ANCR do everything you can to nurture that precious resource. 5. Ancor switches now backup one of the largest cluster of NT servers in the country at the University of Illinois. Do the switches only do the backup and not the clustering, or do they do both? , ie is this clustering FC, backup FC or both. On SI home page there is a nice editorial about how NT will be making life difficult for SUNW pretty soon. Does NT want FC to help them in their quest for dominance?

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