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

To: Alan Bershtein who wrote (24957)	11/23/1999 8:51:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Alan, I, too, found the report quite bullish. Here's one part that caught my eye: "However, when we get to a director class product, 64-port solutions, a single backplane (Ancor) is a superior solution to a cascade (Brocade). We expect large installations to be aggregated on 64-port rather than 16 port modules. Ancor recently announced that they will begin marketing Inrange's 64-port solution by summer. Furthermore the incumbent in this segment, EMC (McData) has a director product that is a weak approximation to a FC switch. It does not feature any E_ or FL_ports. Ancor is well positioned to gain share at the high end. Furthermore, we expect the director class product to represent over half the FC switch revenue market by 2003. " I remember hearing Cal Nelson say last year that Ancor had the capability to expand the offering of switches to higher port count and to lower port count. The 8 port switch came out shortly thereafter and the 64 port switch was announced this month. When asked where the majority of the need would be, he said that the "sweet-spot" was the 16 port switch. The PJH report expects the market need to migrate to the director class by 2003. I'm curious as to how they reached this conclusion. If done so entirely independent of Ancor it re-enforces the importance of scalability. Ancor has emphasized this concept for several years and it may finally pay off in the marketplace. Greg