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

To: XOsDaWAY2GO who wrote (21974)	5/22/1999 4:14:00 PM
From: George Dawson	Respond to of 29386

Not relevant - the market will be WAN, actually I think it will be limited at first to very few trans America big pipes. This is the ATM, SONET, and WDM gear used by broadband providers and the phone companies. It might eventually tie in to the article Herb posted if fast paths to remote SANs can be established. Overall, it has the potential for reducing bandwidth costs which will make all high bandwidth gear look more cost effective. George D.

To: XOsDaWAY2GO who wrote (21974)	5/22/1999 4:20:00 PM
From: iceburg	Read Replies (1) \| Respond to of 29386

XOsDaWAY2GO, No, this is not directly relevant to Ancor's field. A reasonable source for a non-techie to find relevant information is using Excite's "NewsTracker Clipping Service" go to nt.excite.com and click on "New Topic" give it a name like Fibre Channel and type in key words as instructed. I suggest - "Fibre Ancor Channel SAN switch fiber" as words to include in your search (some articles misspell fibre). Add other company names and other words that you see fit. Happy hunting! Steve

To: XOsDaWAY2GO who wrote (21974)	5/22/1999 4:58:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 29386

Thanks for posting this article on Enron. I think the old phone switching networks compared to the new IP WDM networks (like Enron's) are looking like Donkey Carts compared to a French TGV (200+mph train), or even worse. At some point the guys holding the donkey carts are gonna look pretty stupid as they get flushed away. Check out Global Crossing, Qwest, Level 3 if you are interested in companies that will benefit from Optical Networking. More data flowing through the pipes will lead to a need for more storage. JW