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

To: George Dawson who wrote (27456)	7/10/2000 12:01:50 AM
From: Paullie	Read Replies (2) \| Respond to of 29386

Thanks George for the response! I was unaware of the edge that Ancor has in larger switches. That is good news. Just to clarify, are you saying that Ancor already has a larger switch (in production or contracts already?) and Brocade does not have a similar product? It will be nice to see infiniband area take off. I have read that Ancor has the tech edge here. Thanks Paullie

To: George Dawson who wrote (27456)	7/11/2000 12:31:26 AM
From: Gus	Read Replies (3) \| Respond to of 29386

Hi George, Can you elaborate more on this? Another area where Ancor-Qlogic have an edge is the Infiniband area which is heating up. IBM has shown some details of their Infiniband plans targeting the the HCA (host channel adapter), TCA (target channel adapter) and switch. Message 13924119 Intel seems to be single-handedly developing alternative sources for Infiniband with its investments in Ancor/QLogic and Mellanox: The company is developing host channel adapters, switches, and target channel adapters for the InfiniBand standard, and expects to introduce chips in at least one of those categories in the second half of this year, Waldman said. Mellanox has been working with Intel "for a number of months" to help define its products, according to Waldman. Intel is one of the founders of the InfiniBand Trade Association, which is attempting to develop a common I/O specification for channel-based point-to-point serial connections. Although Intel is working on InfiniBand silicon of its own that might compete with parts from Mellanox, "We're concentrated on the embedded market, while Intel will provide parts for the PC and server," Waldman said. Data communications and storage companies, as well as server makers, have expressed interest in using its chips, he added. eoenabled.com