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

To: George Dawson who wrote (20793)	2/15/1999 12:31:00 AM
From: iceburg	Read Replies (1) \| Respond to of 29386

Hey George, You and your droogies have made it really boring to look for new information regarding Ancor. My hat is off to the new FC sleuths. You guys are doing an awesome job in place of the old headmaster <g> Check out my profile if you want to vidi pictures of me and my wife on my yahct on the St. Croix river, and my dog on my sled in 15 below F weather. As for ANCR? If they negotiate the political landmines as well as Brocade they will be trading well into the double digits soon (within a month). Steve

To: George Dawson who wrote (20793)	2/15/1999 4:35:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 29386

George, Don't you just love it when a rumor turns out to be started by a brokerage house analyst after a meeting with company officials? <<International Data Corp. estimates the market for new fiber optic network switches at $1.2 billion in 2002. McData's revenue could rise to $262 million by then>> I'm sure they meant fibre channel switches. Jeesh, no respect. That would put McData's take at roughly 20% or 1/5 of the switch market and would be a healthy revenue stream for their OEM switch vendor. <<''To justify a move to independence,'' McData will have to sign agreements with International Business Machines Corp., Hewlett-Packard Co., Sun Microsystems Inc. or Compaq Computer Corp.>> Sounds reasonable, any one of those companies could command 20-25% of the Fibre Channel Storage market. IBM may not relish an EMC rematch, HP & EMC are already cozy, SUN is sorting out StoreX, and CPQ has enterprising plans of its own. IBM & HP seem likely candidates on EMC's coat tails. EMC is shifting emphasis towards the higher margin storage software and management services market. And owns 80% of the hardware side of the equation without the headaches. EMC will have its hands full in the coming Storage Management Software Slug Fest. Douglas