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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: Eric Somers who wrote (25985)	2/3/2000 4:51:00 PM
From: KJ. Moy	Read Replies (2) of 29386

Eric, Thank you very much for the BofA conference report. It is one thing in listening to the cc call. It is interesting to hear the high level of analysts interest during a tech conference. I wouldn't be surprised that some of today's buying were generated from the conference. While I agree with you the revenue ramp is slower than expected, I happen to think they may be a little conservative in that regard. What interested me also is the diagnostic software which can detect 'foreign' devices on the SAN. Something like that should not take long to write. In my experience, good tech programmer can write it in a few days. Testing it to satisfaction may take few more days. Schedule for QA and production implementation takes the most time. BTW, it is SUNW's responsibility. Thanks again. KJ

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