The New QLogic (ANCR) Message Board

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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: Patrick Sharkey who wrote (17319)	7/23/1998 3:14:00 PM
From: Eleder2020	Read Replies (2) of 29386

My understanding is that both the switch companies may have encountered some interop problems. as Ken said today it's not plug and play yet. The problem again is that is not as seamless as it should be across heterogeneous(Ken's words) environments. I take that to mean FC has some interop problems from business to business applications where some of the technologies don't match up. It has absolutely slowed the progress of FC and of FC to the switch level. If you remember GE has had the same issues. So preparing the environments for FC has taken much longer then expected. Another issue I beleive is training and organization of FC. Basically there are not alot of trained IT managers who are familiar enough with a SAN environment to really know how to bundle and ORGANIZE the enormity of running A SAN. From what I understand this has slowed the progress as much as the plug and play issues. I agree with those that believe ANCR will deliver when the market becomes hot for FC. Hopefully that will happen before the share dilution make it all a moot point anyway. Ken basically said that Paul Pasqua was brought in by them to teach them to do the deal. Let's hope he's very good. Craig's point about hub products shook Ken up pretty good. Craig was like a dog with a bone. Not giving it up. Craig you were right on the money. Any more suggestions for these guys .maybe they'll listen next time. Despite the many misteps still long on the speculative little start-up (Ken's words today)situation from Minnetonka.I just still think FC will be huge and the competition at the switch level looks like the place to be. 3 switches to chose from, higher margins etc.

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