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

To: J Fieb who wrote (23947)	9/2/1999 12:21:00 PM
From: Boonear Siangchin	Read Replies (1) \| Respond to of 29386

Be careful when dealing with INTEL or they will eat you up. Look at " CHIP & TECHNOLOGY COMPANY ". They made flat screen products. They had sequencially good earnings for quarters before INTEL swallowed then up. The CHIP & TECHNOLOGY CEO got rich through the deal. The share holders got the shaft. The stock peaked at around $27 ( if I remember correctly ). They took it down to $7 - $8 and stayed at around $11 - $13 for along while ( with good earnings ) with INTEL dealing in the back ground. Almost suddenly, INTEL offerred $17.50 per share. That is the end of the story. Please check it out. I would not like to see this happen to ANCR.

To: J Fieb who wrote (23947)	9/2/1999 4:23:00 PM
From: trendmastr	Read Replies (1) \| Respond to of 29386

ÊTechnology News IBM Stakes Its Claim In Network Chip Market (09/02/99, 9:02 a.m. ET) By Madeleine Acey, TechWeb IBM staked its claim in the networking chip market Thursday with a flurry of product and development announcements -- hot on the heels of an Intel push into that market. Big Blue announced a family of programmable communications processors for networking boxes, plus a 28.4-gigabit-per-second, protocol-independent packet routing switch and a communications R&D center. The Armonk, N.Y.-based giant said it would also team with networking start-up C-Port to define standard APIs so network application developers could write software to run on both companies' products. IBM also said it would build a digital communications chip for C-Port. On Tuesday and Wednesday, Intel made a series of announcements including a 1,000-Mips networking processor, a $200 million fund to invest in or buy network chip companies, and the acquisition of privately held network-management company NetBoost. But IBM's fanfare also followed a $2 billion deal to sell a major chunk of its networking technology to Cisco on Tuesday. IBM is "clearly consolidating and aiming for a market they think they can hit. They sold to Cisco the stuff they didn't want," said Jon Collins, senior analyst at Milton Keynes, U.K.-based Bloor Research. He added that the IBM and Intel announcements were remarkably similar and closely timed. "Both say we're going to use our processor expertise to develop network devices that are more feature-rich and versatile than existing networking devices that are currently mostly built around ASICs," Collins said. "I can see the logic of it. It's not about networking anymore -- protocols and handshakes -- those battles have been fought. The new mileage is in voice processing, multimedia processing, manageability of higher-level services that traditionally happened in the processor." Collins said such suppliers were moving toward putting the communications side of processing on to the communications processor -- rather than the system processor and letting the networking equipment do the "dull sending stuff and getting stuff back." "IBM has not been terribly successful in the pure processor market against Intel, so clearly, there's a new battle to be fought," he said. "Demands on networks are exploding, and makers of communications equipment are looking for new ways to meet those demands," said Christine King, IBM Microelectronics vice president of wired communications, in a statement. "IBM has a unique combination of semiconductor technologies, system design know-how, and world-class research and development we're consolidating and bringing to bear in this space." The company outlined the IBM Network Processor -- a high-speed multiprotocol processing engine for gigabit switch routers and other network hardware, and the IBM Processor for Network Resources for end-user connection to servers and desktop switches.