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


To: w2j2 who wrote (18133)9/24/1998 9:45:00 AM
From: Craig Stevenson  Read Replies (2) | Respond to of 29386
 
Walt,

I agree that this appears to be the first commercial implementation of the MKII. Not a bad way to start. <g> Now, if IGS decides to take the next step, and sell the SMARTcentre to their customers, we could be in business. (I'll reserve "fat city" for later. I'm kind of a stickler for revenue. <g>)

I'm not sure how to take the Pacific Ocean Post loss to Brocade. Clearly, it is a negative for Ancor, but was it due to some technical problem with the MKII, or maybe the MKII wasn't even available when the decision to switch to Brocade was made? As usual, there are a lot of unanswered questions. It is encouraging to finally see independent confirmation that the MKII is actually out there working, and that IGS appears to be basing an entire product around it.

Craig