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

To: Craig Stevenson who wrote (18136)	9/24/1998 10:56:00 AM
From: Bob Frasca	Read Replies (2) \| Respond to of 29386

Craig: Any chance of tracking down an e-mail address for the guy quoted in the article or even the author of the article? Maybe it would be possible to get some more detailed feed back on their decision to go with Brocade. Bob

To: Craig Stevenson who wrote (18136)	9/24/1998 2:38:00 PM
From: Technocrat	Read Replies (1) \| Respond to of 29386

> 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, You gave me some motivation to read my issue of InfoStor! I can add a few opinions. I've known Tom Ruwart for about ten years now. His technical judgments carry a lot of weight. Many of the speed records in high performance computing combined with super-fast storage arrays are connected with that Minnesota/Livermore/LANL team. Tom would not risk his reputation on junk so if he says the MKII performs to spec you can bet the ranch. Tom's boss (Paul Woodward) usually publishes all his results, so look for it. The Brocade connection to the movie makers using SGI platforms is longstanding. Brocade was demonstrating along with Ciprico approaches to network-attached storage for the last three years. Tom Ruwart (see above) had a lot to do with this too. Believe it or not, but there is a connection between the computational astronomy/NASA crowd and Hollywood. This is a shrinking market, however. Ciprico is going through hard times now that some of the little animation houses are going out of business due to high capital costs. Bottom line: I do not see it as a negative for Ancor. The IBM news was icing on the cake. Let's hope this translates into some switch orders. I am beginning to feel more confident the stock price does not reflect the long-range future of Ancor. Kurt