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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Greg Hull who wrote (27115)5/24/2000 6:07:00 PM
From: George Dawson  Read Replies (1) of 29386
 
Interesting document on FreeEdgar:

It is the transcript of QLogic's May 10 conference call as an Ancor SEC filing (Form 425):

freeedgar.com

I have never seen that before.

From the Q & A section of that document:

"Art: Just a follow up on that. You got the Gadzooks, Vixel, Brocade and
what was it about Ancor's technology that really attracted you to
that company versus some of the competition. What is it about Ancor
that you see?

H.K.: Yes. If I can do that. One is that we talk to the customers. We
always talk to the customers because they are the one who said who
has the best technology. What they say is they have the best
technology. So that is why we bought it. If you look at really -- and
then you also always look at the competitor of Ancor and who are
really making Brocade keep saying that Ancor is the biggest
competitor. So we believe that Ancor is the right technology and what
we find out in the last three days receiving phone calls from our
OEM customers, large OEM customers, and what they told us is that
this is the best thing you have ever done, this is best for the
industry and they are looking for a second supplier so nobody can
have a market share more than 90%."

George D.
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