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

To: iceburg who wrote (12482)	11/14/1997 12:34:00 PM
From: ed doell	Read Replies (2) \| Respond to of 29386

Hi Steve, one of you posted the rules for insider buying and I can't seem to find it on the thread. Could someone either repeat the rules or cite the post's url for me? Thanks in advance. Today looks resistive to $7.00. A close above $6.50 for the week will be a big week's work IMO. But the thin volume is worrisome in that if it is insider buying which has caused the stock to rise, and if craig c is right that the shorts have covered already, the price might slowly deteriorate for awhile if it's not supported by news, etc.. Good luck to everyone, Ed

To: iceburg who wrote (12482)	11/14/1997 1:21:00 PM
From: Eleder2020	Respond to of 29386

>>>"[The] 1394 has a spot to fill, but it is still coming slowly even where it is clearly needed," said Skip Jones, director of planning and technology at Q-Logic (Costa Mesa, Calif.). "It solves the problem in digital consumer-product trends, like when you have a camera and you want to download pictures to your printer or computer. But some of these products are using SCSI. We are basically sitting on our 1394 development until we see the market start to turn."<<<< Talk about limited use of Firewire!! The problem with the firewire I've seen work is that to get it to go faster you have to degrade the image a good deal and with video this degraded image is OK for now, but as networks demand quality in the future, I'm not sure where there will be a great need for Firewire. The writer really got it right. The market for firewire will be with still photographers, graphic designers and perhaps news services, who will have other options to consider along with firewire, so I wouldn't call it a dunk shot there either. Sounds like firewire will go after high end retail market and low end business market. FC and Firewire probably will not even compete in the same markets as all this plays out.

To: iceburg who wrote (12482)	11/14/1997 2:43:00 PM
From: Eleder2020	Respond to of 29386

Steve-looks like planes ,trains and automobiles for Adaptec 1394 Cardbus. MILPITAS, Calif.--(BUSINESS WIRE)--Nov. 14, 1997--Adaptec Inc. (NASDAQ:ADPT) has announced development of a new PC card that will bring 1394 technology to the portable PC. The new CardBus-to-1394 product will allow mobile professionals to move large amounts of digital data between CardBus enabled portable PCs and 1394 peripherals. Initial uses of this CardBus-to-1394 connection will include digital video applications on portable PCs, since digital cameras are the first 1394 devices on the market. These applications include video conferencing for real-time connections between mobile professionals, still image capture, and video editing. The higher bandwidth, made possible through CardBus-to-1394, will enable mobile video conferencing with greater real-time data integrity and speed. CardBus-to-1394 will also benefit video editing professionals who will no longer be tied to their desktop machines in order to complete the edit process. This new technology will, ultimately, be able to meet the increasing demand for high-speed digital communication between portable PCs and high-performance peripherals. It will be ideally suited to handle high data transfers from emerging 1394 peripherals such as hard drives, optical drives, printers and scanners as well as newer peripherals such as consumer and professional audio/video (A/V) devices and DVDs. "Business professionals have come to expect the same level of functionality from their portable PCs as from their desktop computers," said Barbara Murphy, marketing manager for Adaptec's Portable Products Group. "CardBus-to-1394 preserves this, but more importantly, facilitates future applications of 1394 that will be unique to the mobile market segment." Technology Preview at COMDEX Adaptec's CardBus-to-1394 will be previewed at COMDEX Fall '97 in Las Vegas, November 17-21, at two locations: Adaptec Booth No. L5202 and 1394 Trade Association Demo Room No. N246 in the Las Vegas Convention Center. About Adaptec Adaptec provides bandwidth management technologies for organizations building the global information infrastructure. Its high performance I/O, connectivity and network products are incorporated into the systems and products of major computer and peripheral manufacturers. Founded in 1981 and headquartered in Milpitas, Adaptec employs 3,500 people worldwide in design, manufacturing, sales, service and distribution. Adaptec's home page address is adaptec.com . CONTACT: Adaptec Inc. Stephanie Simpson, 408/957-6638 ssimpson@corp.adaptec.com KEYWORD: CALIFORNIA NEVADA BW1095 NOV 14,1997

To: iceburg who wrote (12482)	11/15/1997 10:57:00 AM
From: Steve Scribe	Read Replies (3) \| Respond to of 29386

<<<That turning point has already come for Fibre Channel, the high-performance serial link that is in line to replace SCSI. A number of Fibre Channel products are already being shipped, and several more will be unveiled at Comdex. Some observers see the recent announcement of a Fibre Channel disk drive from IBM Storage Systems Division (San Jose, Calif.) as a key sign of support, particularly given the recent decision by the standard committee to drop the proposal to merge SSA and Fibre Channel. "Given the politics and passion that have been going on, this is quite a significant turn," Jones said. "IBM's drive is not Fibre Channel EL [the proposed name for the Fibre Channel-SSA merger]; it's just Fibre Channel. That means all the major drive and system companies are supporting Fibre Channel for next-generation products.">>> Now that IBM has given up on SSA or a merged SSA-FC standard and is now on the Fibre Channel bandwagon I wonder if they will become a potential OEM for Ancor, Brocade, or McData or if they will blow the dust off their quarter speed class 1 FC switch that they developed while working with Ancor a few years ago and use that. Time will tell. I think that Ancor should be knocking on their door if they haven't already. I think IBM would want to go with the lowest cost, best performing FC switch in the world. Time will tell. Even if if IBM is a longshot for Ancor, it is another possibility to consider when evaluating your Ancor investment. Regards, Steve