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

To: Patrick Sharkey who wrote (23408)	7/19/1999 12:43:00 AM
From: Wayne Pollard	Respond to of 29386

Sun StorEdge Symposium Product and Solutions Fair Visit Web site for Sun StorEdge Symposium Product and Solutions Fair When: July 19 Where: Santa Clara Marriott Hotel Santa Clara, CA 95054 Sun Network Storage hosts its biannual StorEdge Sales & Training Symposium for Sun Authorized Resellers. The symposium is designed to give Sun sales partners the skills & tools necessary to compete and win in today's storage market. Attendees will receive updated information on Sun's latest product releases, future targeted announcements, solution-focused breakouts, as well as new competitive information. Ancor personnel will be on hand to to discuss the Fibre Channel fabric interconnect for Sun's StorEdge arrays. (See recent Ancor press release.) Symposium speakers include Sun President and COO, Ed Zander and Sun Chief Scientist, Bill Joy.

To: Patrick Sharkey who wrote (23408)	7/19/1999 6:51:00 AM
From: Bob Frasca	Respond to of 29386

My reading of that is that Inrange is building a propietary product that runs on the MVS platform. I think that it says that Ancor will not build a similar product to compete against Inrange's product. There is no way that Ancor would close themselves off from a huge segment of the market by signing an operating system level non-compete. As for EMC, my understanding is that the primary reason for their huge success is because their stuff is operating system independent. Companies with large investments in multiple platform systems can go one place for storage. In a nutshell, Ancor's products are not operating system dependent to the best of my knowledge. Fibre channel is, after all, an interconnect technology. If they are platform dependent then I'm going to have to think about selling as they will never be more than a niche player.