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

To: Jeff R who wrote (19011)	10/30/1998 4:06:00 PM
From: Patrick Sharkey	Respond to of 29386

If it is true that there are only two switch vendors, and one has 70% of the market, it must mean that the other has 30%. If this information is true, I wonder what has Ancor sold, and to whom, to achieve that 30% market share status -- particularly given the last two quarterly financial reports? Pat

To: Jeff R who wrote (19011)	10/30/1998 4:16:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Jeff, Welcome aboard. Can you elaborate on which companies are using Brocade, and which are using Ancor? Any indication from the 70% Brocade camp whether they would consider another vendor? <<So, it may be time to load up on some of this stuff...>> We've been doing that for 3 years. <g> Craig

To: Jeff R who wrote (19011)	10/30/1998 5:12:00 PM
From: Kelly Igou	Read Replies (1) \| Respond to of 29386

I think it's important to remember that the total market this year for both Brocade and Ancor may be less than $10MM. Neither company is breaking any sales records, and I don't think that the early results necessarily reflect which horse will win - when we're only at the first pole... I do think both Ancor and Brocade will probably be swallowed up. I also believe this could happen in mid 99, and I think it will happen at the $12-14/share level, possibly higher. Although they were in two very different technology spaces, in some respects AMTX and ANCR have seen similar histories - high fliers brought to ground, pounded down and "broken". Both companies were/are primarily engineering/design houses. However, six months after AMTX hit a low of around 3 3/4, after being pumped to a height of $40+, it sold to Texas Instruments for $20/share. Lick your chops and settle in. I think the next 6 months are going to be absolutely wild. If you think this has been crazy up to this point, you ain't seen nothin' yet...:))

To: Jeff R who wrote (19011)	10/31/1998 12:44:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Jeff, My impression is that the only people actually moving SANs are EMC/McData who are of course using Brocade ASICs, but seem determined to eliminate those ASICs and put in their own. The response I have got by people identifying themselves as engineers on the Sequent thread have said that their NUMA systems are shipping with a single FC switch. My impression is that things are certainly picking up, but SANs are still few and far between. I would appreciate any hard numbers. If things ramp up as we anticipate, I think any major deal could conceivably vault Ancor, Vixel, or Brocade into the lion's share. I also think that McData as it stands is set up to directly take market share from Brocade. Whether to load up or not depends on the end game with the conversion and the announcement of deals - two topics that generate a lot of discussion here. George D.