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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: Neil S who wrote (13287)12/21/1997 12:32:00 PM
From: Roy Sardina  Read Replies (3) of 29386
 
Neil

While there may be 15 potential OEM's very few will be able to embeda switch costing them $12-20K, then add markup and have customers pay for it. The high volume guys just don't have the margin. The target list may very well include 20 companies, but the actual number of switches sold by some of them will be VERY low.

The reason ports of hubs sell well is there price.

Roy
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