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: George Dawson who wrote (16418)	6/2/1998 9:48:00 PM
From: Craig Stevenson	Respond to of 29386

George, Your comments are in total agreement with mine. The problem to date with Ancor can be summed up fairly simply. There simply hasn't been a big enough market for them to succeed. At this point in time, there is EXACTLY ONE OEM shipping Fibre Channel in quantity. Sequent. Nobody, including Sun, HP, or IBM is shipping FC quite yet, although they are all working on it. From a technical standpoint, Ancor's switch is certainly as good or better than the competition. (I happen to think it is better than the competition in many areas.) Ancor management certainly must shoulder some responsibility for failing to realize in a timely manner that Class 2/3 was going to be a big deal in storage, but the MKII is here now, and that should level the playing field. I also believe that Ancor's MKII will have the edge in scalability, but that scalability won't be needed until there are more FC devices out there. That means that we will have to see some of the big boys, besides Sequent, start to ship in volume. I still expect that in 1998, but it still seems to be getting pushed out. (Witness the Box Hill and Ciprico announcements.) The McData switch is almost a total unknown at this point. We will just have to wait and see. In 1999, we will also have to watch a new player, TeraStack. Craig