Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert C. Nusbaum who wrote (12431)	11/12/1997 8:57:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

RC, I read an article last night that was quite informative. It doesn't mention Fibre Channel by name, but it might give some insight into the type of Wall Street applications that might benefit from Fibre Channel. techweb.com Craig

To: Robert C. Nusbaum who wrote (12431)	11/23/1997 1:10:00 AM
From: Robert C. Nusbaum	Read Replies (3) \| Respond to of 29386

Some comments from IR, responding to a couple of questions: re: New York. <<The "Manhatten Project" is one in which the customer is still defining his needs and developing his plans. We do not believe it will generate near term revenue.>> re: Comdex. <<Fibre Channel was very well received at Comdex this year thanks to a number of factors: - Unified industry effort: The FCLC demo room included approx. 50 company displays plus interoperability demos showcasing leading vendors. This gave customers (and OEMs) a one-stop source for information on the universe of products now available (and also minimized the number of tire kickers). - Growing mindshare with media and influencers: The Monday AM FCLC press event was very well received; we also had meetings with a variety of media and analysts to keep them apprised of our progress. - Growing menu of 'interoperable' FC products, bringing the industry closer to Storage Area Network (SAN) reality. As well, so far it has been a good show for Ancor: - Great exposure to important players among storage and system OEMs, in an environment that showcased the power and benefits of the MKII plus Ancor technology leadership. - Ancor clearly had the broadest presence of any vendor in the room. In addition to our 'official display', we had videoconferencing kiosks in two corners of the room (connected to our display switch). We also had a live switch in the QLogic display, plus a switch in the shared demo area. -We also had good build-up in advance of the show. You may have seen the Interphase and FCLC releases plus our pre-show announcement and today's Amoco release. We think this combination helps to demonstrate both the viability of the technology plus the growing market acceptance of our products. In summary, great face time with customers, prospects and influencers, plus quality time with friends and competitors.>>