The New QLogic (ANCR) Message Board

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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: Eleder2020 who wrote (23951)	9/2/1999 8:10:00 PM
From: J Fieb	Read Replies (1) of 29386

Re;I'll take that OEM over any other OEM or any two OEM's out there in terms of where they are now and where they will be in future years.........I second that. 'Gona keep these FC seats, they are really getting comfortable. Some thought Q. Thanks in advance for any help..... 1. If Moore's Law holds for ANCR's FC ASICs and we move toward a 16 port ASIC in '00 will we have a 32 port ASIC in '02 and a 64 in 04? 2. For a technology that could grow 16 fold in 4 yr. ANCR's head count is modest. Less than 100 employees with only 7 openings. Could they scale 10 fold with only a modest increase in head count? 3. BRCD's Reyes in sone interview said that they had running room ahead of them 'cause IP doesn't do SANs so the BIG networking dogs will have to ignore it. So maybe it is an advantage NOT to have to run IP on FC? No IP on FC for awhile? 4. How many option shares will ANCR print over the next 4 yr? What will ANCR share price be on '04?

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