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: Kerry Lee who wrote (15817)	4/20/1998 10:08:00 PM
From: Louie Liu	Respond to of 29386

IGS Kerry. Thanks for your comments on IGS and OEMs. When I was doing some research on ADSL I found that IGS is the largest internet provider. I think the main reason we don't hear a lot about them is because their services are resold by other people such as PacBell, Ameritech. Regards Louie

To: Kerry Lee who wrote (15817)	4/21/1998 4:06:00 AM
From: Pigboy	Respond to of 29386

<< Roy Sardina spoke months ago about Brocade selling IBM a stripped down 8 port switch at $1,000/port. >> Is this true Kerry or Roy? I believe Brocade lists their 8 port switch at $2000.oo per port. I thought that was expensive at first glance. From, techweb.com << SilkWorm Express is available at $16,000. Web Tools and Brocade SES ship in May. >> And, here's an interesting quote << "What switches did to hubs in the LAN is inevitable in the SAN (server/storage area network) as well," said Brocade director of product management Jack Rubinson. "There will always be a place for a low-priced hub, but dedicated bandwidth is finding increasing importance in Fibre Channel applications." >> I wondered what Roy thought about the switch vs. hub comment? all imho pigboy

To: Kerry Lee who wrote (15817)	4/30/1998 10:42:00 AM
From: Eleder2020	Respond to of 29386

KL's take on IGS which he posted on April 20. His remarks below: >>>Louie, thanks for posting the article/link. Rather than shoot from the hip like SI people love to do, I have been doing some digging in past weeks and based on info from Industry sources ( NOT Ancor ), my take is the following: IMHO, this news with IGS is bigger than most on SI can comprehend. IGS has assets in many countries, including Europe, US, Canada, Asia, Latin America, Australia, South America, etc, practically every corner of the world. IGS provides mostly commercial customers with a complete end to end solutions, including Internet dial, private IP dial(customers only can access their own company LAN),host applications, servers support, Networking support etc. IGS itself has a couple thousand ( +/-) RS/6000s, plus many more it supports throughout the world. It has a hugh marketing force which integrates large to small enterprise networks into IGS's backbone as well as computing resources. Its endorsement of Ancor's switch is like a stamp of approval ( assuming you believe in the accuracy of the article..I have no idea since I have not spoken to any Ancor person for at least a month ). It means a steady revenue stream which will come with the next generation of IBM FC products. Stay tuned. The IGS relationship is not to be confused with any potential IBM Storage OEM opportunity which may or may not exist this year. IF IBM decides to do an OEM(s) deal with a FC switch vendor, I think we are 1-2 quarters away from any decision(s) but I could be wrong. Roy Sardina spoke months ago about Brocade selling IBM a stripped down 8 port switch at $1,000/port..That seems rather expensive to me, but for all I know, Roy could be right. He was bang-on about Storage Technology ( STK ) going with Brocade, however I believe the line he is getting from Sun about developing their own FC switch is wrong. Brocade won Sun. End of story. Also, any EMC FC switch is likely to be a McData switch for obvious reasons.<<<