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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 (13498)	1/6/1998 2:27:00 PM
From: Roy Sardina	Read Replies (2) of 29386

The total market numbers seem high to me. Realistically the price of Hubs is going to be around $500/port (optical) and the price of switch ports is going to be $2500-3000 (optical) you'd have to sell ALOT of ports to hit billion dollar sales numbers. The real anser is how many times is a port counted? If BCSI OEMS to Sequent and then that switch is resld. The question asked is: How much revenue does Brocade report for the Slae and how much does Sequent report. This double counting adds up real quick in an OEM word. The storage business is notorious for this. Seagate says how much they ship, then compaq says they have a $1B storage business, and Sun says they have a $1B+ business and they all are reselling the same Seagate drive already accounted for (albeit at OEM pricing/discounts) Is there a $7B market, only if you count the cables, electricity used to run the FC stuff. Roy

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