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

To: Eleder2020 who wrote (25113)	12/8/1999 1:58:00 AM
From: Douglas Nordgren	Respond to of 29386

Great snaps, Ed, put me right into the "wish you were here" pictures. And what a dramatic time to be at the presentations too. It looks like the "interesting times" curse has metamorphed into a blessing. Will and Foresight can do that. The Ancor Team is sterling and transmogrifying into 24 carat gold. What, me sell? Douglas

To: Eleder2020 who wrote (25113)	12/8/1999 2:28:00 AM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

SUN was impressive -they are focused and targeted and as we all know the target is the internet SANs-They believe that they will dominate the space and own 50% or more of the SANs installations (that is my impression). They already ship 56 percent of the FC SANs market (I think that is counting the entire market not just the Internet market!!!) That was wow!!!! Jeff Allen the SUN Presenter actually started off slow and I didn't see where he was going because he was painting with such a broad brush and it made me a little nervous, but as he got into it - it became clear. They are pushing JIRO and pushing it hard as they believe it will be the standard much like JAVA and it will be the place that standards are negotiated and standards are worked out as SANs heterogenuos environments get translated on a single platform and to a certain extent they will be able to talk to each other and interop with each other- Hope i got that right- I'm sure one of the techie's can correct me where I'm off. Like Java SUN giving JIRO away as they feel that they'll compete with anybody in the SANs. You're a competitor -Come to JIRO and compete-We'll help you out with learning how best to use it. They would move heaven and Earth to get this done as they are hungry to get the SANs going- They are confident they will own the internet SAN's. Then Allen picked up steam and ran- The SUN solution for SANs will be a turnkey top to bottom solution -Modular in shape-scale up scale down grow to any size you want up or down- Part of the reason they like Ancor so much-They like the 8 port hotswap feature that comes in 16 ports and then go to 32 or 64- Scale it up Scale it down- Modularaity is one thing they really want from their vendors along with great product.They want plug-ins- they want advanced intelligence . Ancor made it into the slide presentation and then he answered the question why he doesn't comment on components(remember we all wanted SUN to say what a great switch Ancor had). SUN is building an end to end solution - They are featuring the solution -NOT THE COMPONENTS- SUN is going for the comprehensive SAN's solution -His clients won't ask for this hub or that switch -They won't even ask- Trying to feature one component like Ancor switches is not in there strategy AT ALL- ZERO _ NADA - ZILCH- With that he did adress the Ancor switch and had the feeling this was to put this annoying question to bed FOREVER-Get it guys!!! Mr.Allen was excellent and knew his stuff. Yes - Sun chose Ancor because of scalability best performance, modularity and on and on - He then went on and said if a systems integrator or VAR wanted to use Brocade switch in a SUN solution they would help them work that out on JIRO. They are going for an open standard - open competition- We are the component for SUN- Then he gave this analogy- Think of SUN as GM -GM wouldn't put a Chrysler engine in one of its cars. The implication was clear. Ancor is their switch component for their CAR- If someone else wants to put in a Chrysler engine they'll help them work it out.Needless to say it was an incredibly strong endorsement of Ancor's Technolgy. What's holding SUN up -My impression is that they have such a comprehensive solution that they are lining everything up to make sure it all works - no mistakes. The delay is not the switch and we will just have to wait for SUN -I don't think it will be that far away. Where SUN goes we go and the potential at presenation sounded awesome IMveryHO. More on SUN tomorrow -How they view servers and how they view SANs(it's the real thing)and I'll put it out because I didn't understand all of it and maybe have it explained to me and how their isn't any N in SANs yet a little on NAS and then finally the misunderstood? misinterpreted? George Gilder- My apologies to Mr Allen for any innacurate reporting of what he said and I'm sure there might be.I do think I am portraying the essence accurately. I'm going to bed. Ed

To: Eleder2020 who wrote (25113)	12/10/1999 7:05:00 PM
From: Technocrat	Read Replies (2) \| Respond to of 29386

Thanks Ed and others for your reports on the SSB conference this week. We all appreciate your efforts. OT --but related to ANCR I am curious if anyone commented about the state of the world regarding disk drive manufacturers. WDC, HDD, and MXTR are examples of stocks which look like the world has fallen on them. SEG is looking better, but they have equity in companies like Veritas. As long-term readers may recall, I love the "precursor" theory in the stock market. That is to say, I look for stocks which should rise before others based on engineering principles. For example, I held onto my ANCR shares once I detected the FC plays going down with EMLX and QLGC. These host bus adapter stocks must see revenue increase long before a FC switch stock will rise. Assuming that SAN will become widely adopted in the next two years, which disk drive stocks should move out? Any opinions? Ken H. came from WDC so he must know the territory. Seagate certainly looks attractive. Looks like Ken made a great move financially and we are lucky to have him.