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

To: Starowl who wrote (23179)	7/3/1999 1:16:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Starowl, Thanks for the consolidating good links about these competing technologies on the same page. I agree with your analysis on the time frame. I also see some pure optical technologies as competing, but the market driver seems to be the incredible cost effectiveness of magnetic storage. The companies behind the new I/O can probably make changes faster than the FC start up although there is some overlap. This overlap might allow them to slow down ongoing development of faster FC components. The market balance seems fairly delicate both between the competing companies and New I/O vs. FC. George

To: Starowl who wrote (23179)	7/4/1999 11:12:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Starowl, <<<Although it may appear by some of the post that I am negative toward FC, that would be an incorrect assumption, and I am well invested in Ancor, Interphase, and MTIC, all of which, I believe, have great prospects.>>> I didn't think your comments were received negatively nor do some of us thought that you were negative towards FC. <<< I did not expect my response would go in the direction it ultimately took, especially with the Adaptec comments. But I think it useful to see what one giant in the I/O industry is thinking. >>> Adaptec had no choice IMO but getting out of FC. They were just an also ran in FC and they had to re-focus on their core business. I remembered some of their executives came out at that time and bad mouth FC. They made the right decision given the choice that they had. They have done well since but going forward, I wouldn't buy them. But that's just my own opinion. Not only Adaptec, a giant such as 3COM had to get out of FC because of financial and logistic strain. One cannot be a 'also-ran' and expect to make it in FC. Many still think FC switching can be easily duplicated. Well, they thought wrong. Regarding NGIO's and FIO's possible competition status to FC, we will just have to wait and see. I think it will be a much longer wait and wait. Mostly all storage companies and end users have not spoken yet. Don't you think their views need to be heard before any of these can go forward? I will vote for more stock options for our top notch engineers , management and sales force at Ancor again. They have done a fantastic job. Please don't take this as a personal rebutal to you. I am writing mostly for general viewing even it may have appeared to address it to you. Good luck. KJ