> What is YOUR opinion?
First, with all humility, I should add that
I have been buying ANCR stock starting at
10 and chasing it all the way down to 1.
Yes, I did have the nerve to buy at 1 figuring
that 0 was not in the cards. Regardless, my
technical judgement seems to far exceed my
investment timing :-)
My opinion is cautiously optimistic. I can
attest to the quality of Q-Logic adapters.
If you were building a FC system today with
NT or Linux boxes hanging off it, this is
the way to go at $750 a pop. The engineers
I talk with mention lots of interest in Q-Logic
chips and adapters from Dell, Compaq, and IBM.
I am talking far more substantive discussions than
what we are seeing with Sun's "she loves me,
she loves me not" routine with FC switch
vendors.
I took the liberty to mention QLGC since I
believe it gives us some insight about FC
acceptance. Judging on the chart, rumors
about the orders coming in, and the like,
the tide could be rising. Switches are at
the other end of the spectrum in both profit
margins and complexity, however.
FC is the only way to go for SAN as far as I
can see. I do not take Ultra-SCSI too seriously
once you look at the cost of the cables and
lack of flexibility.
By the way, how come Brenda Christensen still
gets lots of ink as an independent consultant?
Amazing. My hat is off to her. |
