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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Technocrat who wrote (23091)	6/29/1999 12:33:00 PM
From: Ed Don	Respond to of 29386

ANCR and Interphase INPH both new highs - Fiber channel exploding. Market cap on INPH is only a little over $100 million.

To: Technocrat who wrote (23091)	6/29/1999 12:36:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

ANCR has filled a position....... ancor.com Software Engineer, Systems Test - position filled I bet that the morale at ANCR is quite high now......Maybe they can fill their other needs soon. ------------------------------------------------------------------------

To: Technocrat who wrote (23091)	6/29/1999 10:25:00 PM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

Kurt, <<I was surprised by your remark that IBM needs more presence with Unix. I would say that IBM has a very strong lineup regarding parallel computing with Unix clusters. >> IMHO IBM does not have a robust unix product line which can compete head to head with SUN and HP. The different models of RS/6000 and the Netfinity product lines that IBM offers does not provide what the current market want in terms of web/content hosting, heavy storage and online transaction processing. IBM's own server farms use SUN equipments and they are selling like hot cakes for e-commerce and content hosting. These platforms are set and rollout as cookie cutters. Sequent has something IMO is unique. Their SMPs have quite a few fans and perform rather well as I recall. They use Brocade switches for clustering storage devices together. They use something called 'IQ-link' to cluster their NUMA-Q processors together. Like I said before, Sequent's way of using FC is non-standard I believe. However, it may look attractive to IBM so that they may leverage their strong sales force to market it...cut down their dependency on SUN?? KJ