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

To: Eleder2020 who wrote (12160)	11/2/1997 3:45:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Ed, Thanks. I don't think this week can get any worse, at least I hope not. I would certainly have a better week if I could figure out the answer to a particular puzzle. I might have posted this link before, but Internet Week has an article on page 24 in their October 27, 1997 issue titled, "Sun Casts Its Shadow On NT". The link is at: techweb.com This quote from the article was interesting: "Sun's next step is the development of the A5000 digital switch supporting the storage network. The A5000 switch will add further capability, according to Holmgren, and is due to be released in 1998." In the print article I just read today, (not the online version), there is a drawing (or chart), that shows the Sun A5000 Data switch at the center of a network of devices. These devices include two servers, an A5000 Disk Array, a Data Warehouse, DASD, Backup manager, Tape library, and Sun Intelligent Controllers. This drawing does not appear in the online version. The puzzling thing to me is that the DASD, Backup Manager, Tape Library, and Sun Intelligent Controllers appear to be on a loop, while the other devices have dedicated switch ports. Apparently, Sun will require Arbitrated Loop support. Based on feedback from Interop, right now, Ancor and Arcxel are the only companies with Fibre Channel switches that support Arbitrated Loop, although Brocade is undoubtedly not far behind. I hope we don't have to wait until mid-1998 to find out the answer to this mystery. Another interesting quote from the article is, "When all the components are in place, most likely sometime in mid-1998, the storage network will be marketed as a single-source product line and will feature a common Web GUI as a management console, Holmgren said." That coincides pretty closely with a certain CEO's statement about when MKII revenues could become significant. On the downside, that could also provide enough time for Brocade to catch up with Ancor on the technology side. Craig