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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: Eleder2020 who wrote (12505)	11/16/1997 9:59:00 AM
From: Steve Scribe	Read Replies (1) of 29386

<<<They try to develop products in house, set standards, get patents and when that fails they wait and buy the best available company to position themselves in the targeted market.>>> Looks like SSA turned out just like OS2. IBM once again failed in their attempt to set and control the standards themselves. Now they have conceded defeat and are going with Fibre Channel (an open standard). You raise another possible scenario. Ancor does several storage OEM's next year including one with company X. Company X uses the Ancor MKII switch as part of their FC storage product line. Company X is very successfull and IBM buys the company. Now IBM uses their sales and marketing muscle to greatly expand company X's sales. Now Ancor has IBM selling their switch. That's a scenario I wouldn't mind seeing. Regards, Steve

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