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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: KJ. Moy who wrote (22570)	6/12/1999 2:11:00 PM
From: THOMAS GOODRICH	Read Replies (2) of 29386

I think that if Dell ships a lot of FC it will be because of good pricing rather than good partners. Dell is much too commodity-oriented to sell on the basis of quality. From a corporate purchasing perspective, their e-commerce solution is unparalleled and believe it or not, corporate end users typically couldn't care less about what's in the box as long it works and it's supported. At Networld+Interop last month, Michael Dell summarized it himself, if someone's selling for less than Dell something's got to missing. And, he's absolutely correct, IMO. Open a competitor's box and the motherboard probably won't be there.<g>

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