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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: Technocrat who wrote (4099)	3/20/1997 1:18:00 PM
From: RJP	of 29386

Technocrat, The implications of your analysis is great as far as Ancor is concerned. Economies of scale (cheaper FC products) in the coming months will make this market segment a viable one for Ancor. I hope they are exploring this area with due diligence. They need to have partnerships with OEM's that sell high-end computers to get the ball moving with FC. This will enable them to move into other market segments such as the disk attachment which you are refering to. If a company can save money and get increased performance too then they will definitely give FC a closer look. I believe Seagate's name was mentioned in the last conference call as far as creating specifications for FC-attachments-storage products. I could be wrong on this. If you don't mind me asking, who is the "us" when you mentioned about preaching to Ancor about exploiting the storage attachment side of FC? RJP

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