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

To: Alan Bershtein who wrote (25104)	12/7/1999 10:55:00 PM
From: Alan Bershtein	Read Replies (1) \| Respond to of 29386

The contrast between Reyes and KH is like the contrast between California and Minnesota. Reyes looks like he just walked off a GQ photo session, Ken looks as though he walked off of a Norman Rockwell canvas. Ken beamed as he asked the crowd of about 70-100 people if we heard the big news? "my daughter just had twins". After some laughter he added "Oh, and by the way, we also got INTC". He showed a slide of where the FC switch market is today. The graphic being a triangle with the wide base being hubs and the point being Directors and high end switches. The next slide showed where ANCR thinks the market will be in 2002. The triangle was now inverted, with the wide base being Directors and high end switches. The lunch presentation by Roger Cox of Dataquest attested to ANCR?s view of the future. Hubs offer the smallest growth of all the components in the FC sector. Switches will be where the action is. A lot of time was spent on interoperability and why it is so important. KH also spoke of the features of the 64 port and 128 port switch. He said a 256 port switch based on a 16 port ASIC is coming next year. Re: INTC, ANCR will use its core ASIC and FC technology and apply it to Infiniband. Infiniband replaces the PCI bus. Revenues from this will not begin until 2001. KH speculated that INTC's motive for entering into the agreement with ANCR was to help get Infiniband to market as fast as possible. There is plenty more, but that's it for now.