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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 (13394)	12/31/1997 6:53:00 PM
From: Craig Stevenson	Read Replies (1) of 29386

Ed, I agree that Brocade is more visible at this point than Ancor, and that is a problem that must be recognized and corrected by Ancor. To the extent that we can help that situation, I think we should do so. Every contact has the potential to turn into something bigger. I hope to submit 50 or so. If even one of them pan out, and become a multi-million dollar OEM, maybe I'll get a free MKII and a couple of adapters. <hint> <g> Seriously, I think the mind-share portion of the marketing effort has been a real shortcoming of Ancor that still needs to be addressed. A couple of key OEM signings would certainly help the market visibility and product viability concerns. 1998 should also bring increased visibility to the entire Fibre Channel market, and that may indirectly help Ancor's visibility. ANCR will probably have to rely on end-user type customers until they sign some OEMs, but I believe the OEM deals will ultimately make or break the company. Craig

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