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

To: George Dawson who wrote (21659)	5/5/1999 3:06:00 AM
From: Douglas Nordgren	Respond to of 29386

George, I think Ancor had the right idea right from the beginning. A switching backplane with port trays or modules eliminates the cumulative hop latency inherent in scaling cascaded topologies. Too bad the rest of the world didn't have a need for it then. If Ancor is indeed coming out with a private/public loop switch, say a MKII-L, it might be a small form factor 32 or 64 port chassis with a new backplane. With that rumored port per ASIC quantum leap, I can't see Ancor fooling around with just another 8-16 port switch, can you? I believe the market will grow into increasing port density requirements before long. EMC seems to think so. If Ancor's new switch comes out around June or July as rumored, it would be well positioned to partake of that market after it's been tested out and passed around and the market is begging for it a year from now. It would be great if we could get a better handle on what's in the works for Ancor at the annual meeting, but that might be asking too much. I know you'll do your best. Someone during the CC asked about a hub, but that wasn't the right question. Douglas