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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: Kerry Lee who wrote (9767)9/4/1997 11:12:00 AM
From: Craig Stevenson   of 29386
 
Kerry,

Back on a more serious note, have you done any rough revenue projections on what impact the new switch will have? I am thinking about both the positive and negative sides of the issue. Clearly, FC/AL support should give Ancor a totally new revenue stream from storage, but the lower cost of the switch could impact revenues negatively. (Of course, lower costs could be offset by greater volume.)

Any thoughts on this issue?

Craig
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