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

To: Pigboy who wrote (14407)	2/17/1998 6:09:00 PM
From: Trish	Read Replies (1) \| Respond to of 29386

Pigboy, Thank you for your inquiry. I am in the RAID disk array business where, as you know, FC is making an impact though no one has sold that much yet. A longwinded two cents. The SAN concept was sold by everyone (Server guys, subsystem folks, switch and hub people) a little prematurely. There is h/w available today (Ancor, Brocade) but SANs won't be really used until the management s/w is there. That isn't developed by Ancor and Brocade alone. You need to have Sun, HP, Compaq, the 3rd party RAID guys, et cetera doing this to have it fit in their environments. It isn't a no brainer. An interim step is to offer fibre hubs. These are merely pass through products - no switching intelligence. These buy very little besides (1) providing distance extension between storage and servers and (2) easing cabling hassles in proprietary s/w solutions like Oracle's parallel server where the s/w prevents two different guys from accessing the same info simultaneously and corrupting it or (3) proprietary Server solutions like Sequent's NUMA. Also, hubs can realistically only connect a small number of devices. For awhile it looked like Brocade would sweep all OEM opptys. That isn't necessarily going to happen. Looking at the market place, I see Ancor as having potential as well as having tenure. OEMs are still looking and aren't committing. The whole challenge with fibre is even though it's cool, it's fast, it scales, yadda, yadda, yadda, it isn't yet proven. I started buying Ancor at the beginning of the month and intend to sit on it as I see the risk being tolerable and the potential being lucrative. Trish