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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: Patrick Sharkey who wrote (12436)	11/14/1997 3:21:00 AM
From: GuinnessGuy	Read Replies (1) of 29386

Patrick, "47 planes, ground to air communications, and the initial, one-plane demo yielded 500,000 in revenue." How I wish that this one statement is true. However, one thing that Lee Lewis stressed to me during a phone conversation with him around the time of the Boeing annoucement was that we should not try to extrapolate the $500,000 initial order to its ultimate potential based on the number of AWAC planes that would be outfitted. I took this to mean that each plane would take less than $500,000 to outfit, however that was never explicitly stated either but was strongly inferred. -On another front- Say, does anyone have the feeling that the hiccup with the Giga Ethernet standards is having a positive effect on ANCR's stock? I have been following MRVC stock and it has really been taken out and shot of late. I don't believe that the extent of the thrashing is due entirely to the general market either. Does anyone have a feel for how serious this hiccup is? Is it serious enough to give FC a shot at being a major player in the LAN? TIA... Regards...Craig

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