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

To: Douglas Nordgren who wrote (25775)	1/25/2000 2:26:00 AM
From: Douglas Nordgren	Read Replies (3) \| Respond to of 29386

I place Ancor favorably on the high ground in the IB Switch competetive landscape, for the following reasons: Ancor has engineering expertise and experience in developing high port density switch ASICs. The IB switch utilizes fabric cross-connects, a special area of Ancor expertise. (Don't they own a patent on their FC cross-connect architecture?) Their development relationship with Intel positions their switch advantageously vis-a-vis 3rd Party developed switches, if they succeed in delivering a timely product. It is likely 3rd Party IB Switches will find an OEM market with HCA & TCA independent hardware vendors, (Agilent will probably do all of HP's IB stuff) but they will all have to interoperate with Intel's native IB chip set, complete with Ancor IB Switch(es). Douglas