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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: Neil S who wrote (13489)	1/6/1998 11:56:00 AM
From: Craig Stevenson	Read Replies (2) of 29386

Neil, Have you, or anyone else, done any research on McData? I've pretty much ignored them, because they were an EMC captive until recently. The $180 Million revenue figure from their press release caught my attention. Any idea whether this is all Fibre Channel, or are they involved in other areas? The reason I ask is that in order to come close to $7.3 Billion for total Fibre Channel revenues in 1998, there are going to have to be some big guns selling a lot of FC. Ancor-like numbers, unless we get a huge ramp, just won't get us there. Even at $180 Million in Fibre Channel revenue per company, you would need 41 companies to exceed $7.3 Billion. Either we are truly on the verge of a Fibre Channel explosion, or those numbers are way too high. (McData's numbers were for fiscal 1996, so it is possible that 1997 is much higher.) Craig

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