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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: windmast who wrote (25131)	12/8/1999 2:58:00 PM
From: Eleder2020	Read Replies (1) of 29386

>>One fact that I did not see reported here is that in answering one of the questions he went outy of his way to clarify that there was no Exclusivity in their relationship with Sun ( I think he called it the E word ). He said clearly and simply something along..." we have a great working relationship and they can buy and sell whichever switch they wish, and we can sell to whoever we want also."<<< The reason that SUN is not concerened about exclusivity is because they don't see the switch as the solution -What SUN does with the switch is what is important to SUN. Give company A, B , C and Sun each an Ancor switch. SUN feels they will optimize it's use in there solution better then anybody. They seemed absolutely confident of this. So SUN isn't really concerned who Ancor sells too. I think they appreciate that Ken got on the horn with them about INTEL and heard it wasn't a problem. ED Sorry I missed you Wind Cast- I did ask a question during the Ancor session about the 64/128 port switch. You guys had front row seats at DataQuest lunch- They stuck me in the back in the nose bleed seats <g> Ed Ed

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