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

To: Nine_USA who wrote (12562)	11/19/1997 12:09:00 PM
From: Pierre Aydin	Read Replies (3) \| Respond to of 29386

TI paid 22 times Sales for Amati, I wonder what ANCR would worth, remember AMTX was a story stock and the story ended with $20/share which made me nice profit. I wonder if Ancor is a story stock, I think it is, If they have the best technology I think they will be gone to a big fish:) Pierre

To: Nine_USA who wrote (12562)	11/19/1997 1:41:00 PM
From: Bradley W. Price	Read Replies (2) \| Respond to of 29386

Internet Week article on FC: Tuesday, November 18, 1997, 10:45 a.m. ET. Storage, Clustering Driving Fibre Growth By CHUCK MOOZAKIS Las Vegas -- Fibre Channel will blossom into a $7.3 billion industry next year, propelled by skyrocketing storage demands and enhancements in clustering technologies, said Robert Montague, managing director of Morgan Keegan & Co. Inc., a Memphis, Tenn., investment bank. Montague told a Comdex gathering that the demand for mass storage is driving acceptance of Fibre Channel throughout the enterprise. "Storage and server-based clustering deployments are two of the biggest advantages of fibre," he said. "We see fibre as representing the next evolution of connectivity technology." Montague pointed to recent fibre announcements from companies such as Compaq, Sun Microsystems and Digital Equipment as additional evidence of fibre's growing market strength. Fibre host bus adapters, meanwhile, have dropped in price--from $2,000 to less than $500--providing additional market growth. Montague described a three-tiered Fibre Channel market, encompassing adapters, hubs and switches. Adapters, with close to $6 billion in 1998 sales, will encompass the lion's share of the marketplace. Switches, meanwhile, should rack up $1.1 billion in sales, reflecting the growth of switched fabric deployments, an important element in storage area network strategies. Paralleling the acceptance of Fibre Channel-based connectivity is a corresponding increase in the market valuation of Fibre Channel switch vendors such as Brocade Communications and Gadzoox Networks, Montague said. Brocade's valuation more than quadrupled--from $23 million to $117 million--while Gadzoox' market value rose from only $2 million to $100 million in the past few years, he said. Another indicator reflecting fibre's growth is the number of drive vendors manufacturing fibre-compatible product lines. Quantum, Fujitsu, IBM and Hitachi have joined pioneer Seagate Technology in manufacturing fibre-based drives, and more will come, Montague said.