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Technology Stocks : Computer Network Technology (CMNT)

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Feb 9 4:00 PM EST

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To: Neil S who wrote (355)	4/23/1998 6:43:00 PM
From: Craig Stevenson	of 750

Neil, <<I wonder if these comments came in response to questions from the analyst at Raymond James or some other [but more remotely located ] well know inquisitor ?. <g>>> Honestly, I didn't ask a single question. Mr. Hudson volunteered the information. Which brings up another point. Why is it that I always get "volunteered" to ask the questions during the Ancor conference calls? <g> I agree with you 100% on the focus problem for CNT. I really have trouble figuring out exactly what they do too. Something did finally click during the conference call, though. The ChanneLink product uses T1 lines, and the UltraNet product uses T3 lines. Evidently, they multiplex a number of T1 or T3 lines together to provide high-speed WAN connectivity. Hard disk mirroring and tape vaulting across long distances is intriguing to me. Fibre Channel could be a competitor in this space too, albeit at much shorter distances, but also at much higher speeds. Craig

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