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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 (12630)	11/23/1997 10:33:00 AM
From: George Dawson	Read Replies (2) of 29386

Herb, Do you see a 1 Billion dollar market in switches? Figuring $30K/switch that's about 33,000 switches. I think that there is strong evidence that this is hype, primarily from limited sales so far and the fact that nobody seems to be speculating on switch and adapter companies, although with Brocade not being a public company this information is more limited. Does anyone know if the switch companies have the capacity to produce this many switches? My guess is that they would actually have to produce many more switches, since I am sure that OEMS would get a better price.

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