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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: Greg Hull who wrote (18190)9/24/1998 10:55:00 PM
From: George Dawson  Read Replies (3) of 29386
 
I am breathing easier.

I would have preferred a resounding "Cha - Ching" post like I have seen on other posts but todays events clarify quite a bit.

1. The technology is solid. The MKII is accepted and can compete. The InfoStor article was interesting in that it provided a quote from the U of Mn's Thomas Ruwart, from the University Of Minnesota's Department of Astronomy Laboratory for Computational Science and Engineering. Their currentGigWorks flier has a quote from the U of Mn's Jim MacDonald: "The Ancor switch is rock solid."

2. The InfoStor article and the IBM connection was interesting, but the patent on SMARTcentres is apparently owned by a company called Fibre Channel Solutions. I think the quote on switch performance was used in a previous article describing third generation switches.

3. Management deserves a great deal of credit for the non-dilutive deal. In addition to the cash flow it puts Ancor technology in a much better position as part of an end-to-end solution. If the rumored buyouts were true, it might have been Ancor's ace in the hole.

4. The announcement this afternoon establishes that there are some people out there who want to aggressively go after the FC enterprise market and use Ancor ASICs. This should be a wake-up call to several who have viewed EMC/McData's success in this area as premature.

5. Don't let anybody fool you that they know what's going on inside Ancor. The detractors who have posted what appeared to be information about buyouts and inferior technology are clearly wrong. Today's article and announcement proves that.

George D.

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