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

To: Patrick Sharkey who wrote (16468)	6/6/1998 9:14:00 AM
From: KJ. Moy	Read Replies (1) \| Respond to of 29386

Pat, <<<KJ, Craig, George, is there any apparent reason why Ancor is not on the list taken from the Information Week article? >>> The article said IBM has its own hubs and switches. I don't recall IBM was making their own hubs and switches. They weren't even serious about FC about a year ago. This has to be OEM'ed. The real question then becomes, "Whose switch is it?". Thanks Neil for posting the article. KJ

To: Patrick Sharkey who wrote (16468)	6/6/1998 11:07:00 AM
From: George Dawson	Read Replies (2) \| Respond to of 29386

Patrick, My hypotheses about why Ancor was not on the list: 1. They are not in the running (worst case scenario). 2. It is a case of the old boys club in Silicon Valley and Ancor is not as visible to the author of this article. 3. They are the OEM (best case scenario). 4. They have licensed the technology to IBM and IBM is actually building the switch. We actually have some hard information here. About one year ago I searched the Sun, SGI, and IBM sites looking for Ancor gear. They all had references and the IBM information was interesting. This is the link: rs6000.ibm.com You can see that it describes a switch with class 1 service. The page info says this page was last modified in Feb. 1997. This is the IBM FC switch. I think the question has been asked about licensing revenues from IBM - either at the shareholders meeting or the conference call and they were described as being negligible. The other issue that needs to be considered from a business perspective is how relatively inexpensive it is for a company like IBM to purchase a large quantity of switches and resell them. I will let everyone draw their own conclusions. As we have seen - just about anything can happen in the FC field. I will believe that Ancor is the IBM OEM when I see it posted on the IBM site. George D.