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

To: George Dawson who wrote (12812)	12/2/1997 1:36:00 PM
From: Bob Frasca	Respond to of 29386

George: I'm not really qualified to discuss performance but my understanding was that Ancor's price per port was still slightly lower than Brocade's. IMHO the application whether video or geoseismic isn't significant. Throughput is all that matters, i.e. bits per second regardless of whether they are apple bits ,orange bits , geoseismic bits, or special-effects-for--a-movie bits. For fibre channel to be considered, the folks whose applications require large number of bits to pass through the pipes as quickly as possible will be looking into it. The good news from an investors perspective is that storage requirements for all applications will only increase. I have games that require 200 megabytes of hard disk storage. Wasn't too long ago that the average hard disk was only 60 megabytes. Storage requirements for even the most mundane applications seems to be increasing exponentially as does the need to process these huge amounts of data quickly. Ancor and Brocade may be targeting so called "niche" markets now but it won't be long before GPS throughput will be a minimum requirement for most applications. Ancor may be the wrong horse but I'm betting that there will definitely be a race. Bob