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

To: Kerry Lee who wrote (13579)	1/11/1998 2:50:00 AM
From: trendmastr	Read Replies (1) \| Respond to of 29386

Hallelujah! Finally got through but my excitement rapidly waned when I read your post. Are we staring a financial crisis in the face? What sayeth your contacts about cash levels? the next round of financing alternatives? Maybe it's the late hour, or the fact that it's 15 degrees here (I know, all you Minnesotans (sp?) it's not that bad -right? wrong!) and I was running around tonight, or I'm tired of hearing about articles re: fibre channel with nary a mention of our company, BUT I'm starting to feel a little drained.I remember saying (and being criticized for so doing) after the last cc that we're on hold for 6 mos. here and I know it hasn't been 6 mos BUT ...you know , Iceburg....I am whining. Never mind.I'm going to bed. Trying to keep a positive attitude. tm

To: Kerry Lee who wrote (13579)	1/11/1998 8:49:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

Kerry, I'd better post a flurry of messages, because I don't know if I'll be able to get through to SI later. <g> Since it looks like Brocade is going to get STK, I'll post the link that originally brought them to my attention. network.com "The StorageNet Fibre Channel Switch 4000 is used to connect fibre channel servers to fibre channel disk drives, disk arrays, and tape drives. Additionally, the StorageNet Fibre Channel Switch 4000 is used when you need to increase the performance of the shared bandwidth loops created by fibre channel hubs. The StorageNet Fibre Channel Switch 4000 is a multiport switch that supports both fiber optic and copper fibre channel interfaces. The StorageNet Fibre Channel Switch 4000 will connect to fibre channel end points and to fibre channel arbitrated loops." When I first saw this paragraph, I figured that the likelihood of it being an Ancor switch was high, since Brocade wasn't yet shipping Arbitrated Loop. The lack of an announcement by Ancor, and the imminent availability of AL from Brocade would tend to support your view that this is probably a Brocade deal. Seeing Morgan Stanley's name attached to Fibre Channel is interesting. How do they compare (size and stature) with Morgan Keegan, Robertson Stephens and Montgomery? Craig

To: Kerry Lee who wrote (13579)	1/11/1998 8:31:00 PM
From: Pigboy	Read Replies (2) \| Respond to of 29386

<< Since this is 4th hand info, it might be true or it could be a rumor. >> Rumor or not, it was fairly obvious from the last conference call that this past quarter would not be great. Ken said that. We are all still waiting on possible oems for second half growth in the san. Recent lan wins with oil/military should provide some decent revenue for the next few quarters. Isn't January the first month that the MKII can ship (outside of test beds)? About Brocade's al. I thought that they already had it, and it was in the form of an add on card. I also had hear that they would have a similar asic eventually. Is this what you are referring to? ALL IMHO pigboy