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

To: gilbert Kuhn who wrote (20655)	2/8/1999 11:42:00 PM
From: iceburg	Respond to of 29386

Gilbert, Our apologies but you will have to be more specific. Fibre Channel has potential applications in the WAN, LAN and SAN (and others) Fibre Channel never gained widespread acceptence in the LAN due to the cost at the time and the dominance of the in-place Ethernet technology (fibre channel could have kicked Ethernet's ass had it been around sooner). The 6 Mile limitation on distance limits it's ability on the WAN side. However, as a replacement to SCSI, FC offers greatly superior distance, scalability, and redundancy and this is the market ANCR is currently taking a stranglehold in. This target market is called the SAN (Storage Area Networks) and luckily for Ancor, timing has worked in their favor and they leap-frogged their competition just at the right time and are positioned to do it again. Ancor currently has a MC of 210M. Sales in 2000 should exceed 100M. I for one am quite excited about ANCR's prospect and (still) have the house bet on her. If you have information that demonstrates that I am delusional I would love to hear about it now, before I lose my a**. Steve

To: gilbert Kuhn who wrote (20655)	2/9/1999 12:03:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Gilbert, I haven't heard anything to this effect. If you look at what is listed as Lucent's Mass Storage offering this is what you find: lucent.com They support FC. I think that there might eventually be all optical switching in the LAN and eventually in the SAN, but I don't think that is realistically on anyone's horizon yet. You have to keep in mind the part of the network that Lucent is focused on and it is large fiber optic trunks carrying ATM, WDM, and SONET and to some extent LANS carrying ATM, FDDI, and GE. These are all specialized data transmission protocols for specific hardware. These protocols aren't useful for current storage devices (disks and tapes). George D.