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

To: Craig Stevenson who wrote (13879)	1/26/1998 8:10:00 PM
From: GuinnessGuy	Read Replies (2) \| Respond to of 29386

CraigS1, Thanks for the link. I was hoping, though, that there never was an announcement:-( Oh well,,,, From the Brocade/DEC announcement: ""Brocade's SilkWorm is the only[emphasis mine - CS2] Fibre Channel switch that provides management and diagnostic services. These important tools will allow Digital's customers to maintain a highly available environment for databases and business critical information." brocadecomm.com Is the assertion in the first sentence actually true? Isn't this an example of Brocade's propaganda machine being less than honest? When I talked with Cal Nelson he said that in one of Brocade's communications that they claim to have had the first Gigabit Fibre Channel switch. Personally I didn't see this(maybe it is/was on their web site) but maybe some of you did. Anyway, back to the subject of Compaq. Yes, it does look like Compaq will be moving to switches much faster than we thought. One thing that is kind of nice is that Compaq may be calling the shots, and since they are not located anywhere near Brocade, like a lot of DEC's (research)facilities are, we won't have quite the geographical disadvantange that we had before. CraigS2

To: Craig Stevenson who wrote (13879)	1/27/1998 10:23:00 AM
From: craig crawford	Respond to of 29386

Well, it looks like FIBR is down 30% in a few days, YHOO just closed down for the 7th straight day yesterday, and COMS is still in the cellar. Don't say I never tried to do anything nice for you ANCR fans.

To: Craig Stevenson who wrote (13879)	1/27/1998 11:26:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Craig, <<<It is becoming obvious that Compaq intends to become a player in the enterprise space, given their acquisitions of Tandem and DEC. It will be interesting to watch what they do with Fibre Channel as they move beyond hubs.>>>> I believe Compaq want to expand on their mid-range server type business. DEC is really not a growing company. They manage to cut cost and keep the same revenue and became profitable. Their strength is in worldwide presence in services, distribution, servers, storage. I believe one item Compaq/Dec will work on together quickly is to solidify a best solution to provide 'NT/clustering(probably FC capable)'. It is this new solution that will provide new opportunity for FC switching. They will be competing head to head with HWP, SUN and IBM for this business. A good 'clustering' solution can use cheaper PC-like devices to operate like a single powerful server(which in most cases are more expensive). KJ