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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: Dean Wilson who wrote (12048)	10/30/1997 4:55:00 PM
From: Nine_USA	Read Replies (3) of 29386

<Allocating the resources for the MKII wasn't Ken's idea> After Sequent, I think Ancor had little choice in pursuing the next generation high end switch. Ceding this market to Brocade meant having zero percent chance with Sun and losing all credibility as the leader in fibre channel. Much of the intangible value this company still possesses lies in their patent, experience and engineering focus on the high end. What low end FC company could get a hearing from Sun, Schlumberger, Amoco, Boeing, NasDaq, EDS, other OEMs etc. I said 'hearing', not necessarily contracts.

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