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

To: trendmastr who wrote (25068)	12/7/1999 12:36:00 PM
From: MulhollandDrive	Respond to of 29386

>>Fighting such fluff is futile. << LOL....does that mean he covered his short? bp

To: trendmastr who wrote (25068)	12/7/1999 2:09:00 PM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

The following excerpts from today's press release raises a few questions regarding Ancor's best friend Herb Greenberg as well as future implications : <<<"Microprocessor speeds are continuing to increase toward gigahertz levels," said Robert Gray, an analyst at Framingham, Mass.-based IDC. "The bandwidth and connectivity limits of PCI may soon leave server suppliers between a rock and a hard place in supplying systems with balanced computing and I/O performance. Especially vulnerable are the needs of server clusters. The InfiniBand architecture is going to be an important key in clustering applications. With the strength of the InfiniBand Trade Association behind it, the InfiniBand architecture will gain wide acceptance over time, and Ancor is well positioned to provide the switch technology." The InfiniBand Trade Association is dedicated to developing and promoting the InfiniBand architecture and delivering switched fabric technology. In addition to Intel, the steering committee is comprised of Compaq Computer, Dell Computer, Hewlett-Packard, IBM, Microsoft and Sun Microsystems. Additional sponsor companies include Adaptec, Cisco Systems, Fujitsu-Siemens, Hitachi, Lucent Technologies, NEC, Nortel Networks and 3Com. >>> 1. Does Herb G know more about technology than the IDC analyst Robert Gray? What are Herb's "technology analyst" credentials? 2. Does the list of Infiniband steering committee members/sponsors suggest that the Intel approach will be a "proprietaty niche/small market"? 3. Who are Herb's "Brocade source"? Greg Reyes? Do Herb and James Cramer own BRCD shares? Did Cramer get in at IPO pricing thru Friends of the Company program? 4. Does this deal help or hinder Ancor's prospects in getting any business with Intel/NT OEMs, ie DELL, CPQ,etc? 5. Should ANCR be valued simply as just another FC/SAN play OR will Wall Street "discover" the Future I/O standard as another "bandwidth" opportunity? Will the new IO architecture create another huge market to replace PCI-bus????? PS - Herb's title "Changing the game"...is that the mark of a Gorilla or a Chimpanzee?? Did he consult with Mr Johnson of Robbie Stevens before he wrote that?

To: trendmastr who wrote (25068)	12/7/1999 5:01:00 PM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

>>>Oh, and by the way, did I tell you that a source close to Brocade told me today that Intel approached Brocade a year ago in its efforts to develop its own proprietary technology in this area, but Brocade decided to focus on fiber channel.<<< Herb- If you believe that you probably believe in the tooth fairy as CEO Reyes repeated something approximating that today at SSB and if you believe that you also believe that Brocade blew an incredible opportunity to join with INTEL in Infinniband. Why do I say that Herb -Because whatever Ancor develops they get to keep and sell for themselves and for the profit of the shareholders. Herb- you are telling me that Brocade passed on Free developmental money - no strings attached except that INTEL gets quick Infinniband Standards which they want to speed up by a year and Brocade PASSED ON that - Now Brocade wants in now but passed on Intel first. I Guess Herb -You're saying Brocade blew it first time around. Herb -Spell Fibre Channel correctly next time. Heard Intel thought Ancor was a good investment besides having a better ASICS then BROKAID. Herb -I heard they just let copy go out there unedited-That true? SSB was excellent today -The Boys from Ancor did well and will post my impressions -those who e-mailed me questions had most of them answered. Ed