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

To: Eleder2020 who wrote (25103)	12/7/1999 10:53:00 PM
From: Alan Bershtein	Read Replies (1) \| Respond to of 29386

Ed, great job recapping the SSB conf. It was a pleasure meeting you. In addition to being quite impressed with Ken and Steve, I was quite impressed with you. You have an excellent knowledge of the FC SAN space. I think it's time you quit your day job :-) Here is what I can add to your notes? BRCD: Reyes plays the part of the polished CEO quite well. Well tanned, dapper and every hair in place, Reyes mentioned twice in the first 45 seconds that BRCD is the undisputed leader in the FC switch market. "We have won virtually every OEM". I had to make an effort to hold my breakfast down, but continued to listen closely. On the slide listing OEMs BRCD had quite an impressive list. CPQ, Dell, STK, NTAP, NEC, SGI, IBM, DG and Clariion. DG and Clariion were listed separately. EMC was not listed. He said BRCD has shipped in excess of 100,000 ports. Reyes mentioned the BRCD partnership with CMNT of Minneapolis, MN. I don?t know why he mentioned that MN is the home of CMNT when he did not site the geography for any other company he mentioned. With regard to CMNT, he referenced the WAN and a gateway from FC to IP. One of the slides showed a report card from the Keylabs tests. Reyes acknowledged the tests were controversial. He tried to justify the tests by saying anyone could go to Keylabs website and see how the tests were performed and, if they had a lab, could run the tests themselves. Hmmmm?maybe I?ll do that this weekend during halftime. I noted that Reyes also said "We passed on an offer from INTC" wrt InfiniBand architecture. Responding to a question about when and how CSCO will enter the space, Reyes said CSCO would partner "with a company like BRCD", with an announcement coming as early as next week. Batting next, ANCR

To: Eleder2020 who wrote (25103)	12/7/1999 11:34:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Ed, <<KJ -It was a range - I took the average -Lower operating margin on lower revs and kicks in slightly higher at the higher ramp if i got that right -Maybe 21 or 22%- That slide wwent buy quick and my notes are a little unclear but someone next time they call ancor check that out please.>> The OP you cite is consistent with what Cal said at the Shareholder Meeting last May. He went on to say that low 20's was possible but that we the shareholders may prefer a little greater investment in R&D. The 12% figure you gave sounds pretty high. Thank you very much for taking the time to report your findings. Thank you too to Alan. Isn't the Internet a great leveler for us private investors? Greg

To: Eleder2020 who wrote (25103)	12/8/1999 12:01:00 AM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

Data Quest- Gave the roadmap to the crowd today and they put switches at the very top of growth and margins - HBA's, switched fabric, and Directors being the star on top of the Switch crown. Again -Trouble with standards slowing everybody down though SUN believes JIRO is the answer that will move the standard to actually be standards. Data quest said the ammount of terabytes need to be moved will provide plenty of business for both the SAN and the NAS but that that SANs will be larger revenue and higher growth cycle but the numbers were staggering for both- I only understand the NAS to a small degree so didn't really get what he was saying about problem areas of NAs like distribution.I didn't write all the numbers down but they were impressive to say the least. The Data Quest speaker said he kept trying to find ways to pull the numbers down but saw the market for SANs at over 20billion and i think it was 25 billion by 2003 This is the line-up -No new players -too late for entry -Possibly Cisco buys there way in but as far as developing there own toooo late- Greg Reyes went as far as to say he thought Cisco would have to buy- too late to develop but could announce something as early as next week -It was in response to a question of -Where's Cisco? Bluster -No idea -That guy is tough to figure but if he wanted to leave the impression that Brocade and Cisco knew each other he did that. Events of the year for FC- EMC aquires DGN which quickly expanded the open storage market Dell bringing Dell model to the SANs- There was some buzz that Dell was doing well- Might be a great one to own IBM aquires Mylex for what dataquest called a steal- I think he was about to say criminally negligent but stopped himself<G> IBM enters the fray and going after entry level biz which helps Brocade and helps IBm get into the biz with shark. HP(Hitachi) - EMC(now a blood feud) Whichever one you ask they are winning hands down over the other- I wouldn't bet against EMC though.Dataquest saw this as a big loss for HP. Even scolded their table jokingly. Dataquest felt that Sans does not peak at least till 2002. Ed -SUN was impressive -To me they came across as the internet SANs Gorilla.SUN gives there spin on Gilder. Ed