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

To: Gyan Brard who wrote (11972)	10/30/1997 8:06:00 AM
From: Roger Arquilla	Read Replies (1) \| Respond to of 29386

The street isn't going to like these numbers.

To: Gyan Brard who wrote (11972)	10/30/1997 8:14:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

So why is it so hard to sell a fibre channel switch? I took another look at Sun's release yesterday. They claim to have shipped 2,000TB of FC storage so far. If you have a 64 port switched fabric of 12 MKIIs, and the speed of the attached servers and storage devices is not limiting, you can move 3200 MBytes/second through the fabric. This means you could fill up all the FC storage Sun has shipped in about 173 hours. (assuming my arithmetic is correct). What would it cost? At $2495/port x 64 ports that is $159,000. Assuming an equal amount for adapter cards that is a total of $319,000 or about $100/MByte. This is only for the LAN. Notice that the new Sun device fully configured with 509 GBytes of storage is listed at $272,700. This may explain why the common GE configuration is 4 GE ports and many ethernet ports in the same switch. Those manufacturers are betting that most people don't need this kind of bandwidth yet. One of the big questions for me continues to be if the market is ready for Ancor's performance. I agree with the CEO that it is early in the product cycle, but the company really has to start moving switches soon.