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

To: Alan Aronoff who wrote (12399)	11/10/1997 8:07:00 PM
From: Steve Scribe	Read Replies (1) \| Respond to of 29386

That article over the weekend was one of the reasons I bought some more shares today. <<"On multimode, 100 meters is cutting it real short," said Frank Ricci, director of technical services at InterSignal, an Internet service provider in Montreal. "As a user, you're playing with fire if you don't have everything about upgrading to Gigabit Ethernet qualified, including cabling." The limitation could warrant a re-evaluation of Gigabit Ethernet's role as a backbone technology, said Sam Alunni, an analyst at Sterling Research, in Framingham, Mass.>>> It is beginning to look like Gigabit Ethernet is a real joke. A.No quality of service for GE vs perfect Qos for Fibre Channel. (RSVP is only a partial solution and there are no standards for it). B.GE is difficult to install. 1 Gps to the desktop is still years away because of the cabling standards mess. C.Now we learn that Gigabit Ethernet has a distance limitation of 100 meters vs. 10 kilometers for FC. I realize that GE will be popular because it has ethernet in it's name but once Ancor introduces their ethernet connectivity device I don't see how any informed thinking person will be able to choose GE over FC for their network backbone. Therefore, while I have always thought Ancor will make most of their money in the storage market, I think we can all increase our estimates of how much business Ancor will derive from the network backbone market and the high performance LAN market. Regards, Steve