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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: Nine_USA who wrote (27262)	6/8/2000 1:31:00 PM
From: Douglas Nordgren	Read Replies (3) of 29386

Wasn't able to attend the recent SAN conference but did receive a report from a colleague. Some select G2 re ANCR/INRANGE: Director demand growing: INRANGE is swamped with orders for the Director switch. IBM is their main client, and a source indicated that IBM is seeking switches in the order of 180 - 200 switches per month, mainly for internal implementation, with some slated for outside sales. IBM could purchase a significant number from INRANGE, if not all of them. As a result of this growing demand, INRANGE may seek a third party ECM to manufacture more Directors. The QLGC merger goes a long way towards easing INRANGE's concern that ANCR's sales/service/support can meet the growing demand. Likely OEM pricing for IBM in the neighborhood of $75k - $100k per Director. The ANCR/INRANGE licensing agreement means ANCR gets a share of this potential $20 million/quarter revenue stream. Will try to post some JavaOne notes this weekend, if I can procure the services of my Jiro translator. It's all geek to me. Douglas

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