Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Technocrat who wrote (19797)	12/16/1998 2:24:00 AM
From: GuinnessGuy	Read Replies (1) \| Respond to of 29386

Technocrat, Good note. I'm especially grateful how you seem to have your finger on the pulse of what's happening out there sans the hype. What I'm interested in is your opinion of the impression that this OEM win will have on other OEM's that haven't yet decided whose switch to go with. As you stated in your note, SGI is decidedly high end: Will this be a relative advantage for Ancor for future OEM opportunities over let's say getting a Dell or even a Sun OEM? In other words, does a SGI OEM agreement make the industry sit up and take notice more than a Sun or Dell OEM agreement would have? Thanks in advance ... Craig

To: Technocrat who wrote (19797)	12/16/1998 1:32:00 PM
From: nic	Respond to of 29386

The engineers in the groups we are talking about are some of the most demanding in the industry. Years ago, there was a meeting where they told Sun co-founder Bill Joy to his face that the company's hardware was "junk" not worth considering seriously :-) Funny, that's what I've been telling our director here for years... ;-) For the past couple of years, Sun's workstation sales in the research/engineering market have IMHO been purely on inertia (large installed base). UltraSparcs suck in floating-point performance - even P-IIs outperform them. Ever wondered why they've been moving into business computing and software so heavily? - nic

To: Technocrat who wrote (19797)	12/19/1998 12:34:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

Thanks for your thoughts on ANCR/SGI. Here is the excerpt of that release quoting Philips DVS... Film image data is the lifeblood of high-end post production. Ensuring data availability and integrity is essential to business survival,'' said Steve Russell, marketing manager, film imaging products for Philips DVS. ''Our applications demand flexibility, so ways to consolidate storage, reduce storage management overhead, and ensure that vital film image data is safeguarded are critical. Our customers look to Silicon Graphics and its partners to provide leading technologies such as Fibre Channel-based switched fabrics to address the requirements of digital media and enterprise SANs.'' Here is a recent reporting of equipment sales to some digital tv studios..... Philips Digital Video Systems has delivered the CleverCast PC data broadcasting system to PICKSat, thus facilitating PICKSat's debut of a high-speed multimedia delivery platform over satellite. The system includes a fully redundant IP-DVB Gateway system and PC-DVB digital receiver cards, which are designed to fit into any multimedia PC and integrate into PC software. The CleverCast system allows digital multimedia data to be broadcast at high speeds through digital satellite transmission systems to PCs, followed by transmission to a single user (unicast), a group of users (multicast) or to all users (broadcast). The data is only transmitted to the satellite network once. This push method saves bandwidth and reduces transmission costs............ Here's a good one, Philips and IBM Global Services combine their talents......... WPDE-TV, Florence, SC, has purchased a Philips Digital Video Systems automation system for the automation processing of the local broadcast station and its LMA channel. The system comprises an MC-900 automation computer and a media manager computer, which provides media information and acts as a hot backup computer for the MC-900. The system has a multichannel traffic interface to a digital video server and a backup video server. The system also controls a router and master-control switcher. A Philips automation system also provides the remote control of a new nationwide video distribution system offered by IBM Video Services. The service, which uses advanced digital compression, is delivered through the IBM Global Services asynchronous transfer mode (ATM) network and currently links six major U.S. cities. The system is designed to provide a terrestrial alternative to satellite distribution. The Philips WAN-based automation system transfers desired connection schedules from the IBM scheduling system and operates equipment in IBM point-of-presence centers. Don't know if this one relates, but I include it as it mentions General Signal...... OmniAmerica and Dielectric Communications, a unit of General Signal, have signed an agreement under which Dielectric will serve as an equipment supplier for OmniAmerica's broadcast project sites. Dielectric will provide radio-frequency components for digital and NTSC television and FM radio, including antennas, transmission lines, filters, combiners, diplexers, switches and dehydrators. Canal+ is kicking butt in Europe and has very BIG plans for entry into US markets........ Philips Digital Video Systems will supply DVB/MPEG-2 compression equipment to Canal+ Nederland, the Dutch arm of one of Europe's pay-TV operators. TokenMux and SimulCrypt satellite broadcast systems were delivered for the August launch. Canal+ Nederland will use two systems uplinked in the Netherlands and one via a SDH link in Luxembourg. Philips will produce DST 5816 MPEG2-DVB compatible receivers for end-users. Anyway, hoping that the Philips/SGI/ANCR FC products become an important part of the digital studios that are being built now.