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

To: Louie Liu who wrote (25190)	12/11/1999 3:19:00 PM
From: windmast	Respond to of 29386

I do not think so at all. The feeling I got.....and what made me very comfortable........more than I have been in a very long time,is the management's belief in the cooperation and working relationship with their clients......note I am not using the word customers, although I guess they are. When Ken answered a question asked about the Exclusivity question.....( the e-word as he called it),he made it clear there was none. Also made it clear that there was a very good working rel. it appeared clearly that he ( and Steve ) had no apprehension about the SUNW relationship.........Steve explained the warrant question, already discussed a lot here. If one puts this industry in perspective it is all happening very rapidly, not only because of the incredible pace of technological development but also because of the great developments that have taken place in (truly world wide capital markets). The flow of capital is so vastly different and fast that the capital has been made available for this information revolution. During the 1850's during the period of greatest growth during the "industrial revolution" the propelling force were the railroads, and the capital markets ( Wall Str.) where in their infancy, truly the " stock company" having been a new creation, a new concept. Thus what has all been happening is very compressed in time. Should companies ( solid , long term planning companies, as I believe Sun,and Intel both to be and many of the other OEMs ) change the nature of their relationship, and start all over every time an innovation occurs, they would not be able to do their business.........they are not selling widgets. In this complex technological environment I see that alliances seem crucial. I am positive that the transition from 1G to 2G will happen and then 5G and then 10G or whatever. The relationship is the business in my view. I had always been convinced that ancr had the better product. I went to ny to observe the manag. to try to understand who were at the helm of this co., in the flesh and in the eyes so to speak.Also of course I wanted to get a feel of the gap between technology and capital markets, and I had never attended such an event.A number of questions and answers came up during all three presentations....brcd,ancr, and sunw, which led me to think as follows: Brocade emphasized that they were dominant, the best product since sliced bread, and the "others" were all lumped together as nothing much. Also that test came out again! It seemed to me that they really wanted to make sure that the investment community knew that. Ancr and Sunw emphasized the validity of the relationship. I got the feeling it was going even better than expected, that the co's were really having a good working relation. In response to the tests it was mentioned rapidly in passing as all there was to it......lowest latency switch, the 64 director and 128 director that other competitors did not have. It was clear that ancr was confident of having a very good product, and they did not feel the need to herald that. What they have been building is some of the Who's Who in strategic partnering. These are long run relationships. The rest will come. I believe it will take less time to build the 2G switch than to build a valid relationship. I think Ancr's mentality is we know how to make the best family of switches and should our client desire modifications, new applications etc. we will do our very best in making sure they are happy. for all it's worth ....that's my read. And I like that philosophy. ........................................................... just as an aside and no offense taken whatsoever...... it's not WindCast but Windmast windmast

To: Louie Liu who wrote (25190)	12/11/1999 7:15:00 PM
From: KJ. Moy	Respond to of 29386

Louie, <<Do you have any up to date information on how fast the 2 gbps FC products are ramping up? KH has mentioned the 2 gbps switch several times and now a number of 2 gbps HBAs and hubs have been announced as well as 2 gbps drives from Seagate. It seems to me that the change to 2 gbps products could happen soon. When the change occurs, do you think that will make those OEM agreements based on the 1 gbps products obselete?>> 1 gig FC will be around for a long time, at least 2 years IMO. It doesn't matter how fast the HBAs and the switches are, bottleneck is at the channel bus. That's why 'Infiniband' is so important. It defines a new bus architecture which opens up the channel with bigger and better IO structure. Then, only then, 2 gigs and up on HBAs and switches can offer more benefits. That's why GE or 10 gig or whatever Ethernet will never replace FC. Ethernet is limited by its inherent protocol. Blasting at high speed doesn't mean that data can be received at the other ends at the same time. Some people kept trying to compare GE and FC. They ought to examine the protocol, not the 'RAW SPEED'. KJ