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

To: Fang Li who wrote (21058)	3/12/1999 6:18:00 PM
From: Roger Arquilla	Respond to of 29386

This was taken from page 52 of the April edition of PC Magazine....."Three Cheers? Ultra-3 SCSI, due out later this year, has a maximum transfer rate of 160 MBps, twice as fast as Ultra-2 SCSI. But will this boost be enough to fend off Fibre Channel, with its 800MBps transfer rate? Adapted, the SCSI leader, predicts that the cost and expertise required to switch to Fibre Channel will keep it a SCSI world. But industry analysts predict otherwise."....There is a graph next to this statement that shows the number of network storage units being shipped...from 1999-2002. It appears as two equal triangles, one on top of other, with SCSI going from almost all units shipped in 99 to next to nothing in 2002...the Fibre Channel graph has the reciprocal triangle...nothing to almost all units shipped.

To: Fang Li who wrote (21058)	3/13/1999 9:58:00 AM
From: KJ. Moy	Respond to of 29386

Fang, The current listed CD/9000 from Inrange does not support FC yet. It is still ESCON base. I believe future channel directors will incorporate Ancor's FC technology. We will have to wait and see what features it will have and how it will compare up with McData's. Your other question about the potential of the Inrange deal, I always maintain the view that it has the potential of a 'Tier 1'. Mainframe business is hugh. Every mainframe needs channel connectivities, along with peripherals (i.e. storage, printers, tapes, workstations, etc). It can put Inrange in the fore-front to compete with McData for hundreds of millions annual revenue. Ancor's cut will not be small if Inrange is successful. KJ