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


To: Craig Stevenson who wrote (15813)4/20/1998 11:23:00 AM
From: Erik Lundby  Read Replies (1) | Respond to of 29386
 
ANCOR is with good company at this one. See session 4

MONTEREY, Calif.--(BUSINESS WIRE)--April 20, 1998--The Network Storage '98 Conference is held June 15-17, 1998 in Monterey, California. Major themes include Network-Attached Storage, Storage Area Networking, Data Sharing, Storage Management, Array Technology, and Removable Media. The fifth in a series of annual conferences, Network Storage '98 is the storage industry conference focused on network solutions, applications, and customer experience.
The opening event for Network Storage '98 at 1:00 pm on Monday June 15, will be a keynote address by Frank Elliott, Vice President, Strategy and Operations, Data Technology Group, IBM Corporation. Luncheon presentations will be given by Michael Ruettgers, president and CEO of EMC Corporation, and Fred Moore, Vice President at Storage Technology Corporation.

On Tuesday afternoon, Network Storage '98 is proud to host its Executive Roundtable assessing the network storage industry, with the participation of

-- Lou Cole, President and CEO, Legato Systems

-- Larry Hemmerich, Vice President and General Manager, CLARiiON,

Data General

-- Kathleen Holmgren, Vice President and General Manager, Storage

Business Unit, Sun Microsystems

-- Tom Hudson, President and CEO, CNT

-- Mark Leslie, President and CEO, Veritas

-- Mike Matson, Vice President and General Manager of Information

Storage Group, Hewlett-Packard

-- Mike Ruettgers, President and CEO, EMC

This is a single track conference with five half-day sessions, and a technology exhibit.

Session 1: "Architecture and Connectivity", with presentations from Compaq, HP, IBM, and Sun Microsystems. Session 1 includes also a panel debate on "Network Attached Storage" with the participation of Artecon, Axis Communications, Creative Design Solutions, ECCS, Programmed Logic Corporation, and Unisys

Session 2: "Managing Network Storage", with presentations from CLARiiON, EMC, Legato, Microsoft, VERITAS, and Vixel

Session 3: "Sharing Data in a Heterogeneous Environment", with IBM, DataDirect Networks, and Digital Equipment Corporation

Session 4: "Arrays in Storage Networks -- Applications and Connectivity", with Adaptec, Ancor, BoxHill, Mylex, Symbios, and Transoft Technology

Session 5: "Removable Media -- The New Thrust in Storage", with ADIC, Microsoft, SmartStorage, and StorageTek

The conference is sponsored by Peripheral Concepts, Inc., a storage market consulting firm in Santa Barbara, California, and co-sponsored by Computer Technology Review, Storage Management Solutions, and Storage Inc.

For more information call 805/898-3846, email debbiej@periconcepts.com or view the web at periconcepts.com.

CONTACT: Peripheral Concepts, Inc.
Debbie Johnson, 805/898-3846



To: Craig Stevenson who wrote (15813)4/20/1998 10:12:00 PM
From: Kerry Lee  Read Replies (3) | Respond to of 29386
 
FWIW, I expect Q1 results to be yet another ugly quarter, given the slow oil patch sector and the slow pace of decision-making in the Govt sector ( ie, AWACS, Marines ). I have no concrete info on this, just my intuition based on experience <g>.

It remains to be seen how/if the market has discounted another lousy Q1 into the current stock price..my gut feel says yes. Also, my gut feel is that we have not seen any significant short covering..YET. I think the shorts were anticipating a return to $3-4 after the Sun news and they are now getting impatient to cover. I also think there are buyers on the sidelines chomping at the bit to initiate a position and/or get back in. Look at how this stock market has been shaking off bad news, eg ANAD. Also, Ancor has bought some time with the $11 million cash infusion. I can hardly wait for the Brocade IPO to be underwritten by Morgan Stanley and Alex Brown. Look at what the Broadcom ( BRCM ) IPO did to the relative valuations of AMCC and MMCN in the past 2-3 days.



To: Craig Stevenson who wrote (15813)4/21/1998 7:28:00 PM
From: George Dawson  Read Replies (1) | Respond to of 29386
 
Craig,

Interesting viewpoint to support your opinion that a high-performance connection to ethernet is a high priority:

Message 4148839

I like this guy's attitude.

For those who missed my earlier posts on FDDI vs FC - DEC used to have a page on their web site that once said 80% of corporate backbones were FDDI. With FC leverage in the SAN, I think you could make a strong argument for providing a package deal with FC replacing existing FDDI. Some of the phone companies have large FFDI LANs attached to non-FC storage. I agree with him on the larger issue of the marketability of FDDI.

George D.