Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fang Li who wrote (13674)	1/14/1998 8:15:00 PM
From: Dean Wilson	Respond to of 29386

RE: ANCR Valuation Another GE startup got bought out today: "Cabletron Systems Inc. today announced its will acquire Yago Systems Inc., a switch-routing startup, in a $213 million stock-swap deal." I don't think Yago has ever gotten a product commercialized but they seem to have a technology to speed things up on the enterprise backbone. Ancor is already speeding things up on the network for end-users with the potential to smoothly integrate with what the storage world will look like for the next decade or so. And Ancor has a market value of around 50 million? Give me a break. Dean still long

To: Fang Li who wrote (13674)	1/14/1998 10:06:00 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 29386

Fang, One of the links from the search(which I modified 'Exact Phrase' for 'fibre channel') gave me a couple of interesting links. The first is from an outfit in England that appears to have just recently bought the idea of a bright fibre channel future. Here's a link to just one part of their site: hps.co.uk but be sure to go to the home page as well. They are promising some fibre channel announcement soon. They talk themselves up to be big outfit. There is also a very nicely put together fibre channel presentation by Compaq computer. Not much mention of switches but a great overview for the techno-impaired like me. Go to: ftp://ftp.compaq.com/pub/supportinformation/papers/ECG0091097.pdf They also have this page(which leads to the above link) that was updated less than two weeks ago: compaq.com Pretty positive stuff all in all. Can't wait to see how this whole thing unfolds. Craig