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

To: KJ. Moy who wrote (20692)	2/11/1999 7:55:00 AM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

I wonder if we will be told how many OEM evaluation sites are active, and whether Ancor has resumed any interest in non-SAN business?

To: KJ. Moy who wrote (20692)	2/13/1999 12:10:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

KJ/ George/Douglas/Others: You might find this article by Edwin Lee, FC industry consultant, interesting. Lots of provocative comments regarding the future potential of Fibre Channel. performancecomputing.com << We expect hubs to be among the first victims of the declining costs of switches.>> <<At Fall Comdex 1998, Ancor, one of the early producers of Fibre Channel, announced an eight-port switch with a single-piece price of $1,050 per port. [ED: I believe the quoted price per port was $1250 at unit one. Neil] The OEM price is considerably lower. We expect one or more other leading switch vendors to announce similarly priced switches within months. $300 per port, 100MB/sec, switches should be readily available by the year 2000. It's simply a matter of volume and planned improvements in CMOS technologies. >>