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

To: Eleder2020 who wrote (13394)	12/31/1997 6:53:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Ed, I agree that Brocade is more visible at this point than Ancor, and that is a problem that must be recognized and corrected by Ancor. To the extent that we can help that situation, I think we should do so. Every contact has the potential to turn into something bigger. I hope to submit 50 or so. If even one of them pan out, and become a multi-million dollar OEM, maybe I'll get a free MKII and a couple of adapters. <hint> <g> Seriously, I think the mind-share portion of the marketing effort has been a real shortcoming of Ancor that still needs to be addressed. A couple of key OEM signings would certainly help the market visibility and product viability concerns. 1998 should also bring increased visibility to the entire Fibre Channel market, and that may indirectly help Ancor's visibility. ANCR will probably have to rely on end-user type customers until they sign some OEMs, but I believe the OEM deals will ultimately make or break the company. Craig

To: Eleder2020 who wrote (13394)	1/2/1998 3:50:00 PM
From: Craig Stevenson	Respond to of 29386

Ed, Maybe we could get Microsoft of Netscape to make the default home page for their internet browsers to be "www.ancor.com". <g> It might be only one lead, but you never know what might happen. I'm sure at one point, Sequent was only "one lead", and look what they did for Brocade, and what they could have done for Ancor. What I have been finding as a result of my research is that more and more companies are looking at Fibre Channel, not only because it is faster than SCSI, but because of the vastly extended distance limitations. There are other advantages, such as decreased cabling complexity and the lure of attaching up to 127 devices to a single loop, but the speed and distance advantages seem to be the most compelling reasons to adopt Fibre Channel, at least for now. One thing that will be interesting to watch in 1998 is the proliferation of Network Attached Storage and Storage Area Networks. I think that will be the true test of Fibre Channel in the marketplace. If those areas grow at the rate I expect, FC could end up being one of the hot technologies in 1998. (Bearing in mind that I said the same thing about 1997. <g> Looking back on it, Fibre Channel did heat up in 1997, but Ancor didn't follow suit.) Craig