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

To: J Fieb who wrote (23270)	7/10/1999 9:55:00 PM
From: John E. Mansfield	Read Replies (1) \| Respond to of 29386

Pigboy and JFieb: IMHO emc is more likely to use Ancor than Brocade (yes, the investor relations SAN pres. compared the Silkworm to Connetrix and was very critical of Silkworm). This may be because the Silkworm is software centric and could absorb more storage logic than Ancor (opinion) and ultimately threaten EMC's core offer Symmetrix. However, I have only seen EMC using the Connectrix switch in unison with their Symmetrix solution (realize, Sym. is a 11M line of code SOFTWARE centric solution that basically replaces and enhances the file system of the OS's in supports). As SUN's StoreX solution and HP's yet to be announced solution is targeted directly at EMC, the political and relationship issues are extensive. Ancor is well positioned for now, but may be marginalized as the true value added services become more software services centric.

To: J Fieb who wrote (23270)	7/11/1999 10:14:00 AM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

J Fieb, <<The architecture of this 21st century datacenter will consist of a central Storage Area Network (SAN) woven together with optical fiber and connected to the intranet/extranet/internet and attended to by a halo of clustered processing nodes consisting of between dozens and thousands of 64-bit enterprise-class microprocessors. Management will be completely data-centric and network-centric and processor vendors will compete for attachment rights to this SAN. >> In order to fully take advantage of this scenario, new-world-order, applications have to written and used in a special way. Think about the following scenario. Many processors and many storage devices are clustered together in a SAN. Processors and storage devices are added as needed. However, the possibility of failed components are greater now. So, in a normal operation, an application would run on all processors with a share loading environment. When a processor goes down, all other processors will share the additional load without interrupting operation. Some applications today are already written that way. Only an alert would be sent to a SAN management device for proper action. Storage devices are a little different. When a cluster of storage devices are down, the data in those devices are unavailable. The question is, how many duplicate copies of these devices or just important files need to be stored somewhere else in the same/different SAN? The planning for this scenario is no small task. Every case could be somewhat different depending on how much a datacenter want to spend. And, the expertise and planning initiative generally reside with the processor(i.e. application) makers. What does this all mean to FC? It is going to be phenomenal. Kurt is right. As the cost of FC switches come down, why would anyone go to FC hubs? Both Brocade and Ancor will prosper. KJ