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

To: Steve Scribe who wrote (12501)	11/15/1997 11:05:00 AM
From: George Dawson	Respond to of 29386

Steve, You make an excellent point. The other issue is the storage business, which represents huge revenues. This is what is really going to explode things - once the major players all decide they need to compete with FC storage and drives. I think the lack of this competition at this point is why people aren't lining up to buy switches and why they are juryrigging much less scalable and efficient interconnects.

To: Steve Scribe who wrote (12501)	11/15/1997 11:11:00 AM
From: KJ. Moy	Respond to of 29386

<<<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.>>> May I add IBM is one of the pioneer of FC proponents and they funded Ancor in the begining. They still own about 900,000 shares of Ancor.

To: Steve Scribe who wrote (12501)	11/15/1997 12:33:00 PM
From: Eleder2020	Read Replies (2) \| Respond to of 29386

>>>I think IBM would want to go with the lowest cost, best performing FC switch in the world.<<<< I think IBM will do what IBM usually does. They try to develop products in house, set standards, get patents and when that fails they wait and buy the best available company to position themselves in the targeted market.IBM hasn't been that strong in storage for many moons,as hard as they push SSA. I'd imagine they will let the FC industry play out awhile longer to see what's available, where the standards are going and what companies are available. They'd rather pay a premium for an odds on winner then what they percieve as a long shot.