The New QLogic (ANCR) Message Board

STOCKTALK

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 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: George Dawson who wrote (17362)	7/24/1998 8:08:00 PM
From: Roy Sardina	Read Replies (5) of 29386

The LAN market for Fibre Channel is minimal at best. mostly because the host bus adaptors that are presently being sold have terrible Packet Per Second Counts (PPS) they are actually all below FDDI speed right now. The main reason is that they are presently optimized for FCP (SCSI) they have average latency numbers in the 25-100 micosecond range which just doesn't cut it for networking. As to ANCR announcement, the are transitioning. The market has been slow to mature, and none of the FC switch companies is doing great. Brocade continues to burn money at an excessively high rate, and Sequent is swimming in switches....The hardest thing to believe is that a FC copmany has a market cap below $24million. Just to put things in perspective G2 recently closed a round at above $30 million, Brocade closed one at above $125 million and Gadzoox at aboive $100 million. Makes ANCR a cheap buy. Vixel paid almost $40 million for arcxel (all they had was an FPGA prototype of a switch) they could have bought alot more technology from ANCR cheaper (at least this week) Roy

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next