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

To: iceburg who wrote (19163)	11/6/1998 11:33:00 PM
From: George Dawson	Respond to of 29386

Steve, I have been watching the QLGC and EMLX story also. It is unbelievable. George

To: iceburg who wrote (19163)	11/7/1998 6:34:00 AM
From: Craig Stevenson	Respond to of 29386

Steve, <<I think there are some traders still trying to nickel & dime the stock in the current trading range (1 5/8 - 1 7/8) but you merely need to look at the action on EMLX and QLGC to see the writing on the wall. It is not a question of which direction or how steeply it is going to move, the question is - when?.>> I agree 100%. I feel like we know a lot more about what is going on behind the scenes (Reg D) than we did before. I've been watching the trading activity pretty closely over the last two days, and it seemed quite normal. There have been sellers, but there have also been buyers to go along with them. I don't think anyone (except maybe Ed Schultz <g>) would deny that Fibre Channel is quickly becoming a big deal, and that has certainly contributed to the successes at EMLX and QLGC. The trade magazines are also beginning to focus on switched fabrics now, to the exclusion of hubs. The reason given is that fabrics provide better scalability and many more features. An example from the Q3, 1998 issue of Computer Technology Review's Storage Inc. Magazine. (I just read my copy last night.) Here are some interesting little tidbits regarding Fibre Channel: Page 7 - Interphase Fibre Channel Adapter ad. Page 11 - Raidtec Fibre Channel storage, NAS, SAN ad. Pages 12-14 - "New Architectures Build Network Storage" article by Mark Ferelli. The article covers SANs and NAS. Page 16 - Janpieter Sheerder, Sun Microsystems. "The network is at the heart of storage now. The storage network is becoming a reality." Pages 20-23 - "Setting The Stage For Storage Area Networks" article by Eric Burgener, VERITAS Software. Page 24 - "Nora Denzel, Legato Systems. "Over the last 12 months, one of the most significant changes has been the addition of Storage Area Networks (SANs) to the everyday vernacular." Page 25 - JMR Electronics Inc. Fibre Channel storage ad. There's a lot more, including articles titled, "Fibre Channel Momentum Builds In Enterprise And Clustering Markets" and "Switched Fibre Channel SANs--Reality Or Fantasy", but you get the idea. I believe Fibre Channel has finally reached critical mass. As always, the rest is up to Ancor. If they can deliver an OEM contract or two, along with the corresponding revenues and earnings, we may yet be rewarded for our patience. The market is here, and we believe that we have the right technology and the right personnel for the job. Now, Ancor simply has to prove it. Craig