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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: Douglas Nordgren who wrote (27169)5/28/2000 11:30:00 PM
From: Greg Hull  Read Replies (3) of 29386
 
Douglas,

<< The coming wafer shortage was causing me a little concern, but ANCR gains access to components through QLGC's orders. Larger chip customers can command priority shipments from suppliers/mfrs. A critical supply concern to Ancor's ramp is met with this deal>>

Would Ancor be sourcing the components, or would this be the province of Pemstar? I haven't checked to see who Qlogic uses, but I wonder if their will be consolidation of ECMs.

Greg
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