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

To: KJ. Moy who wrote (19397)	11/15/1998 2:36:00 AM
From: ron javate	Read Replies (1) \| Respond to of 29386

I don't believe anyone has mentioned this: Ancor management visited Kinnard offices on 11/11 and gave a bullish presentation to the sales force (could explain the runup in the stock). The mentioned that they were able to attract top sales people to the firm, that the INGRANGE and Boeing deal gives them added credibility. The Kinnard analyst said that Ancor's product is the best out in the market and that there are no gorillas out there to take away market share. His price target is $4, but his tone was very bullish. He expects Ancor to land a large OEM, and once having done so, will set the stage for additional OEM wins. I can't post the report since it is on a protected site.

To: KJ. Moy who wrote (19397)	11/15/1998 12:28:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

Contender or Pretender [or what exactly is the space between a managed Hub and a Switched Fabric ? ] New Gadzoox Switch Speeds Storage Throughput techweb.com (11/15/98 11:58 a.m. ET) By Chuck Moozakis, InternetWeek Gadzoox Networks next week will preview a Fibre Channel switch that is designed to pierce the wall between arbitrated loop and switched fabric storage area network (SAN) topologies. Its Storage Switch Technology, slated for release early next year with a per-port price tag that is about half of current backbone-switch devices, will support concurrency and zoning, according to Dave Tang, Gadzoox's vice president of marketing. A third capability, dubbed "diplex" communications, enables the concurrent transmission and receipt of data from two different nodes. Concurrency lets the new switches mimic switched fabric topologies, thus letting all devices share Fibre Channel's 100 megabyte-per-second throughput simultaneously. In an arbitrated loop, which can support up to 126 devices, only two nodes have high-speed access at any one time. Storage Switch Technology, according to Tang, will eliminate the need and resulting delay of arbitrating between all the ports. The Gadzoox switch works by essentially "tricking" devices attached via arbitrated loop to believe they are attached to hubs. Concurrency and zoning -- that is, the ability for servers to share storage resources -- is supported via Gadzoox's proprietary-switch engine. "One of the benefits of Fibre Channel, regardless of topology, is its simplicity and the fact you can eliminate the server bottleneck," said Sean Derrington, an analyst at Meta Group. "[This] will let IT managers use Fibre to increase some distances for high-availability storage in campus configurations." Tang said Storage Switch Technology will create a third alternative to IT managers considering SANs, who now must choose between arbitrated-loop hubs and expensive, complex switched fabrics. "When you add fabric switching to these [arbitrated loop] designs, you have a mixed-protocol environment. This switch will eliminate all the management headaches associated with that mixed environment," said Tang. Tang said Storage Switch Technology will be previewed at next week's Comdex. No prices have been set, although Tang said the devices will likely be priced at about $700 to $900 per port, which is about half the $1,700 to $2,000 per-port price tags hung on devices capable of supporting switched-fabric designs.