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

To: Craig Stevenson who wrote (17454)	7/27/1998 10:27:00 PM
From: George Dawson	Read Replies (3) \| Respond to of 29386

Craig, I think the crux of the argument about what to do at this time is demonstrating the switch and marketing it. Just two comments: "4. I would set up a high-performance test lab at Ancor HQ to showcase Fibre Channel's capabilities, and what benefits an Ancor solution could provide to customers. Real-time, full motion video, high speed data backup, number crunching, etc. could all be demonstrated without a huge cash outlay." I think the most straightforward way to do this is to send a switch to CERN. Let them test it with the latest high performance adapters and post the results like they did with the Silkworm. "9. I would seriously consider entering the Gigabit Ethernet market. If nothing else, proving that Ancor has this capability would increase their value to potential suitors." I have an opinion that the key may not be GE vs. FC, but connecting SANs to legacy systems. They may be able to do this with edge devices or strategic partnerships. GE switch competition is just too intense and there may be some GE startups that don't make it. I don't think Ancor will have any competition with large (64 and 128 port) switches. George D.

To: Craig Stevenson who wrote (17454)	7/27/1998 11:11:00 PM
From: iceburg	Read Replies (3) \| Respond to of 29386

but esthetically, it would look nicer in black. A simple, inexpensive change, but one that needs to be done. Oh gosh yees! But wouldn't that clash with DEC Blue? Would it blend in with the bone colored Sparc's? And what about the SGI Indigo blue-grey? Oh dear, I'm afraid black might be bad. Perhaps Ancor could issue a catalogue like car divisions. Each customer could order their choice of base colors, with the Rx/Tx "trim" in a suitable complementary color. For another 'splash' of fashion, the cables could blend in with the switch and the surroundings. I can hear the Ancor sales team now. "Ooh, for mauve lab floor boards, Chartruce Seagate drives, and the Azure HP boxes, we recommend the salmon MKII with the lavender trim and the peach cables"

To: Craig Stevenson who wrote (17454)	7/28/1998 12:16:00 AM
From: Robert C. Nusbaum	Respond to of 29386

<<If I were in charge at Ancor, here would be my strategy. Some of these things might already be in the process of being changed, but I don't know.>> You've got my 9K votes.

To: Craig Stevenson who wrote (17454)	7/28/1998 1:33:00 AM
From: janski	Read Replies (1) \| Respond to of 29386

"I believe the $4.4 million was mostly LAN gear that was destined for Hucom." That is what they said. At the end of Q1 they had 3.2M in inventory. They said they shipped another million to Hucom in April. Lets say it was not part of the inventory build up. It still doesn't add up even assuming they had no MK switches around at all. What is that charge really for?

To: Craig Stevenson who wrote (17454)	7/28/1998 4:18:00 AM
From: Pigboy	Read Replies (2) \| Respond to of 29386

Craig, Great post. I think all of your points are interesting. I would add another one. George just touched on it/said it. 13. Make sure you can connect SANs (MKIIs, bridges) to legacy systems. GE is definitely VERY important to work with, but so are Ethernet, Fast Ethernet, etc. The ALREADY INSTALLED LEGACY IS MASSIVE that will may likely be connected to some sort of SAN in the future years. all imho pigboy

To: Craig Stevenson who wrote (17454)	7/28/1998 12:36:00 PM
From: trendmastr	Read Replies (2) \| Respond to of 29386

Craig: From the SI "A Fibre Channel Future" board : ' To: Neil S (693 ) From: J. R. Mathis, Jr. (Trial Member) Monday, Jul 27 1998 1:02PM ET Reply # of 699 Sounds interesting. I'll make a point of asking him for you. BTW, some of you had recently expressed interest in having me ask Ed (Frymoyer) about FC-Ethernet bridges. I did ask but unfortunately due to confidentiality restrictions I am unable to divulge the content of our discussion. What I can say is that there are 5+ companies looking at/working on this type of product, It looks as though betas could be seen early next year, and it sounds really cool! >> tm