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

To: George Dawson who wrote (15866)	4/22/1998 11:59:00 PM
From: trendmastr	Read Replies (1) \| Respond to of 29386

George: You posted: <<2. Ancor definitely needs a following. Funding for R & D is crucial. There has been talk about funding to ramp up production if they win an OEM deal, but if Brocade is really working on 2 and 4 gig FC (I would see this as the real meaning of the EMC release) they will have a product line that can be used for both SAN applications and clustering. Those higher speed switches will need major improvements in latency (1/10 the current latency). That will be a very tough product line to compete against. 3. I have previously posted that it seemed like many of the big players were waiting for Ancor to die on the vine. I think the competitive aspects of the FC switch market are being noticed. We all remember what the Silkworm used to cost before the MKII came out. I think that same bottom line will be driving some business decisions on whose FC switch should be used. When the major players are using FC in their storage products - you have to compete. Without Ancor there is no current or forseeable competition. 4. I think that the future looks fairly good for Brocade right now - but to the average investor there is no opportunity to make money. The future for Ancor will look good if they can sign a major deal. Whether Ancor participates or not - I think FC is here to stay for the immediate future - probably until WDM and all optical switching hits the LAN and SAN. The estimates I read say it is 10 years off.>> I have some questions, so if you could indulge me, I'd greatly appreciate it: With regard to #2 - this sounds like a good question for the next conference call (yes, Craig?) With regard to #3- is this reason enough for ANCR to get some business? With regard to #4- if Roy S. thinks that Brocade has the inside track for IBM's oem business and SUNW is already there ( or is that a reason for IBM to go elsewhere?), doesn't that leave only HWP and CPQ in the early rounds?? And there is some relationship between HWP and EMC/McData/Brocade). And haven't I read something recently about STK and CPQ? With whom does STK work? Am I suffering from acronym overdose or does all this leave ANCR odd man out? thanks in advance, tm