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

To: George Dawson who wrote (26101)	2/13/2000 1:45:00 PM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

George, I gather from the tone of your response that you feel that my comments about a lack of research in certain areas by the SI and Yahoo threads, were somehow directed at you. That is not true, and if I gave that impression, I apologize. In fact, I give you the highest marks for the thoroughness of your research, and the integrity with which you have conducted yourself. (Those of you who haven't read the T_11 reflector should do so, and then you should thank George for reading it for you. <g>) My frustrations stem more from the endless hype and cheerleading occurring on Yahoo, and the relative lack of substantive posts here during that time. I have tried to ask probing questions, in an attempt to rekindle the type of discussion that I used to be a part of. I need that kind of discussion in order for me to feel comfortable about investing in ANCR again. (What better place should there be to find answers, than here?) Unfortunately, my effort to get back up to speed on the Fibre Channel market in general, and Ancor in particular, has ruffled more than a few feathers. There is simply too much information for me to sift through by myself in a short time, given the low signal to noise ratio. I have even volunteered information that I thought was germane. (i.e. Sancastle links) Unfortunately, that was also viewed as negative. As my wife told me today, it is time to move on. I think it is time that I take her advice. Once again, my apologies to you, George, along with any of the other regulars who have continued the work begun here years ago, and who might also feel that I have unfairly painted them with a wide brush. (Douglas, JFieb, KJ, Ed, TrendMastr, and probably a bunch more that I've forgotten.) I sincerely wish you well. Craig P.S. As a favor to those who I may have inadvertently offended, I will not post on the ANCR thread again, until I actually own some ANCR stock. (At current prices, I might not be able to afford many shares, but that's the deal.)

To: George Dawson who wrote (26101)	2/13/2000 4:17:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

George D., Can you give a link for the T11 reflector? Thanks. Perhaps you could say why Sonet is better? GE appears more attractive given GG sentiments, (His like of CDMA has propelled TERN far ahead of rival COMS). Gilder hates Sonet too. But it's already in place and covers greater distances? . I should have included this INTC question and answer; Q. What is the ideal way of exiting an investment for Intel? Are you looking for an acquisition? Are you looking for an IPO? A. The ideal thing for us is that a company succeed in its marketplace because that was really the idea in the first place, that they help our market. The number of times we ended up acquiring a company when we were investors -- in my memory, I think there was only one company. When a company has an IPO, eventually there are some of the shares that we end up disposing of, but we have to be very careful not to hurt the companies in the market. We don't want a headline that Intel walks from the company. That's not the idea. Strategic relationships are likely to continue, but there will be some sale. It's probably logistically easier if the company gets acquired, but it really doesn't matter. Frankly, if they succeed in their market, the financial returns will be there, in one form or another. If any of you are new to FC and ANCR because of the Red Herring March issue please speak up with any Questions that you have!

To: George Dawson who wrote (26101)	2/13/2000 6:27:00 PM
From: Douglas Nordgren	Read Replies (2) \| Respond to of 29386

OT sort of... >>I would suggest the t_11 reflector. There is an excellent presentation there on using SONET for this application. Ask yourself why this might be a better solution.<< For the short haul and metro, it very well might be. At least, some very hot SONET MSPP (Multiservice Provisioning Platform) companies think so. Gilder seems to think that the advent of DWDM automatically spells the demise of SONET, revealing the weakness of his linearly static view of technological change: "The key to the shining new city on the hill is wave-division multiplexing. WDM is the crucial technology driving the bandwidth blowout. With the arrival of WDM, SONET rings become Nortel nooses (and Lucent lodestones). As Desh Deshpande, chairman of Sycamore, explains, a SONET ring is like a railroad line with no express trains. Not only does every train stop at every station but every passenger must get off at every stop and trundle over to the stationmaster to show a ticket, to get approval either to leave the station or get back on the train. At the next stop it is all repeated again, perhaps 20 or more times coast to coast." But things change: SONET goes POP lightreading.com Sonet MSPPs are designed to sit in carrier COs and POPs, and, in some cases, on the customer premises. They switch voice, video, and different types of data traffic. They all have three features in common: DWDM (dense wavelength-division multiplexing), which increases the capacity of fiber lines by dividing them into channels (or wavelengths) over which service providers can multiplex different types of traffic. Some level of support for Sonet, the broadband optical transmission standard for carrier networks that ensures QoS for time-sensitive applications like voice and video. Layer two or layer three data intelligence, which allows products to switch or route data traffic efficiently and support value-added services like VPNs or video broadcasts. Sonet MSPPs can be described as on- and off-ramps for optical backbones. They sit at the edge of the metro network and complement core optical transport technologies from vendors like Ciena Corp. (http://www.ciena.com), Corvis Corp. (http://www.corvis.com), Qeyton Systems AB (http://www.qeyton.com), and Sycamore Networks Inc. (http://www.sycamorenet.com), which are typically protocol transparent and switch whole wavelengths of light. The new equipment works with those core technologies by providing carriers with the means to pack lower bandwidth services into each wavelength -- thus enabling them to get a bigger bang for the buck out of their core gear. Carriers say that Sonet MSPPs are overdue. One reason that the first metro DWDM gear didn't sell, they say, was that it couldn't efficiently parse legacy [sonet] traffic onto the optical backbone.