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

To: THOMAS GOODRICH who wrote (16173)	5/13/1998 1:27:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Tom, Thank's a lot for the N + I report. Nothing like actual first hand information. I would also be interested if you looked at the demos, and if throughput or latency of the MKII was demonstrated in any way. I recall at the shareholders' meeting last year, that an "old" switch was on display with the actual throughput being shown at the same time. I am also interested in the continued NDA constraint and the rationale for this. It is certainly not to Ancor's advantage. I have to think about why it would be a big deal for a company to keep it a secret that they were using FC switches, especially with the increasing FC momentum. People in the past have always alluded to "competitive advantage". That may have been true when Ancor sold to their secret Japanese customer - but now that you can compare the risks/benefits of FC to other technologies- what's the big deal? I would appreciate any explanation of why a current customer would want to purchase Ancor switches under an NDA. George D.

To: THOMAS GOODRICH who wrote (16173)	5/13/1998 1:58:00 PM
From: janski	Read Replies (2) \| Respond to of 29386

Thanks Tom. However, would you mind qualifying what you mean by successful demonstration. Did it generate interest on the floor? Was there a lot of people asking questions, who were they? Did you talk to any of them and can you tell if they might actually be interested in buying Ancor's equipment. How did Ancor's presentation and interest it generated compared to other switch vendors demoes. It's nice Ken & Co feel good about themselves but that's no different from a year ago or two years ago. Did you get any independent feedback? As for NDA's its a two way street and whatever Brocade says, if it involves other companies, I'm pretty sure it gets a prior approval from those whose names appear in press releases.

To: THOMAS GOODRICH who wrote (16173)	5/13/1998 10:26:00 PM
From: Wayne Pollard	Respond to of 29386

<<ANCOR HAD A SUCCESSFUL DEMONSTRATION AT NETWORLD+INTEROP!>> Tom, Thanks. I just thought it quite interesting that the Board was so quiet during this time. I'm not interested in hype, but I do like the analysis and content that usually occurs here. I have really learned the definition of "patience" owning ANCOR since early '96. It will be interesting to see ANCOR in the next three to five years. V/R, Wayne

To: THOMAS GOODRICH who wrote (16173)	5/14/1998 9:11:00 AM
From: Craig Stevenson	Read Replies (3) \| Respond to of 29386

Tom, George, KJ, and All: I visited Ancor yesterday, and met Ken, Cal, Steve, Carla, and Paul for the first time. I spent about 1 1/2 hours with Cal, who gave me a tour of the facility. Several observations: * The technology behind the MKII is phenomenal. I saw a picture of their current generation ASIC, and this is a VERY COMPLICATED device. I believe that this ASIC is really the heart and soul of the company. The team that designed this device should not be underestimated. * I also looked at the internals of the 1/4 Gig switch, along with the MKII. There is a BIG difference between the two. The MKII has a MUCH higher level of integration, and actually appears less complex. * There was pretty clear evidence that MKII units were really in production, and that at least some customers had them. I'll give more details as I think of them. (My system needs a reboot. <g>) Craig