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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Alan Aronoff who wrote (4096)	3/18/1997 9:04:00 PM
From: Ken Richard	of 29386

Isn't the Brocade product still in beta? Also, WHY WOULD SUNW/SQNT put "all their eggs in one basket" with a small startup company with no product yet? Is it assumed that these large OEM's will deal with one company? What is Brocade (or whomever) can't deliver after the deal is struck? A sole source supplier for such a critical component? Does that make sense (particularly on a "new technology?) Kerry? Craig?

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