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

To: Douglas Nordgren who wrote (11669)	10/22/1997 7:27:00 AM
From: George Dawson	Respond to of 29386

Douglas, I would be more worried about their hubs. As an example, here is a simple hub to manage FC-AL, which may explain why Ancor doesn't have a simple FC-AL switch. Granted - it doesn't have the scalability of a switch, but it is scalable. It will probably get the job done in many storage LAN configurations. emulex.com

To: Douglas Nordgren who wrote (11669)	10/22/1997 9:24:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

Ancor has absolutely no intention of becoming a player in the adapter OEM market. Their main focus in selling adapters is for the networking market. The Ancor adapters are strictly high end with special bells and whistles. The Storage OEM market will become dominated and commoditized by players like Emulex, Q Logic, Adaptec, etc... Emulex appears to be the winner in the adapter stakes. For example in Japan, they have distribution agreements with both Tokyo Electronics ( TEL ) and Hucom to compete for OEM business in Japan. Therefore, the Customer will choose between TEL ( Brocade/EMLX ) or Hucom ( Ancor/EMLX ). Emulex wins either way.