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

To: George Dawson who wrote (16415)	6/2/1998 8:39:00 PM
From: Grainne	Read Replies (2) \| Respond to of 29386

<<At the shareholder's meeting, Ancor management clarified that IBM's stock position in Ancor did not mean that there was any associated business relationship.>> I am starting to get confused here, George, and hope you can help me. When I bought this stock, it was because Ancor was thought to have the very best switch, even though their timing was a little off. Then Brocade came along, with better marketing, but still a lot of people said, an inferior product. All the while ANCR stock has dawdled, but new contracts were always at least a very exciting rumor. Now we are down to IBM owning Ancor stock, and Ancor cannot even get a contract with IBM. Is this all just a very bad joke or something?

To: George Dawson who wrote (16415)	6/6/1998 1:24:00 PM
From: J Fieb	Read Replies (2) \| Respond to of 29386

IBM's VSS will support both NT and Unix, and work with IBM's own Fibre Channel hubs and switches and those from component vendors Brocade Communications Systems Inc. and Gadzoox Microsystems Inc. Would IBM want to get ESCON bridge from one co., a hub from another, and a switch from yet another and integrate them all and put the IBM label on them? A vendor that has the whole line-up may have an advantage even if they don't have the best switch. Legacy issues may be far more critical for them than other factors. Can ANCR make it if they don't win IBM? Just a little worried and waiting. From Mcdata's page.......8. During 1998, McDATA expects to create a broad product solutions set, including department and workgroup switches, hubs, host bus adapters, bridges, and software, to ensure the successful implementation of enterprise-wide Fibre Channel