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

To: KJ. Moy who wrote (19100)	11/2/1998 3:21:00 PM
From: w2j2	Respond to of 29386

KJ, I think Data General is a Brocade shop, but the publicity of this 3 COM announcement is great for Ancor, regardless. wj

To: KJ. Moy who wrote (19100)	11/2/1998 3:36:00 PM
From: Technocrat	Read Replies (1) \| Respond to of 29386

KJ, I read the 3COM announcement with some interest. I have dealings with all three companies. With MTI, the relationship has been extensive. o Legato basically sells software for backups. o MTI is a distributor with an excellent reputation regarding competent technical staff. I have bought Legato software and 3COM networking gear from MTI, for example. In other words, the three companies are potential consumers of FC switches, hubs, and drives. They buy that hardware from other companies off-the-shelf. These guys are not going to fool around. Non-existent hardware or expensive cost per port will not fly. On the other hand, 3COM can swap out vendors on a dime. This is good news for Ancor assuming the switch is performing well in the field. Let's hope MTI has Ancor switches in the testing bays. Veritas is a whole different kettle of fish. They build filesystems which enhance workstation performance. True SAN development depends on companies like this to make the concept fly. The work is not glamorous, but essential. If Veritas software works well with Ancor switches then we cannot help but sell them assuming the price point is right. Kurt