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

To: iceburg who wrote (20025)	1/8/1999 12:55:00 PM
From: Roger Arquilla	Read Replies (2) \| Respond to of 29386

Just grabbing at straws...but is it reasonable that after announcing an OEM with subsequent high volume and virtually no gain, mean we are finally burning off the last of the reg. D shares? It doesn't seem logical that there is any other reason for the lack of price movement following the OEM announcement yesterday. In and of itself, that would be a major victory...to finally watch this stock trade in an 'normal' fashion.

To: iceburg who wrote (20025)	1/9/1999 2:13:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Steve, This is also good news for Brocade. Emulex released a story to HPCwire last week describing the performance of their LightPulse LP7000E HBA in a NUMACenter system comprosed of 64 Intel Pentium II Xeon processors, 64GB memory, 64 LP7000Es, and a switched fabric of 8 Silkworms. They demonstrated a 40% improvement over the previous TPC-C leader for a single system. The LP7000E specs from the Emulex site shows that it supports 20,000 I/Os per second and 85MB throughput. I would really like to see Ancor release information like this. George D.

To: iceburg who wrote (20025)	1/9/1999 11:34:00 PM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

While you in MN have the Vikes and the 3 Randalls, we in Seattle just gained: MIKE HOLMGREN ( Seattle Seahawks), RICK NEUHEISEL ( WA Huskies )!!!!!! Sports Mecca here in the great Pacific Northwest... Returning to Fibre Channel news, word is that Redmond-based VIXEL has removed their CEO Greg Olbright and has a search underway for a replacement..Perhaps he is a casualty of letting the Compaq "$50 million OEM contract" slip away to Gadzoox???The lesson learned here is that even though you might be the first vendor to win the initial contract,it is no guarantee of a long term lock on that business: eg Sequent - first switch vendor Ancor, current Brocade eg Compaq - first hub vendor Vixel, current Gadzoox, Vixel eg Prisa - first switch vendor Brocade, current Ancor