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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: Roy Sardina who wrote (13506)	1/6/1998 2:48:00 PM
From: iceburg	Read Replies (2) of 29386

Now we are getting somewhere. Lets suppose the OEMs/resellers sell the product for twice what they paid. For sake of argument we will assume $1200/port cost to the OEM, $2400 for end user. Of the 1 Billion in projected switch sales in 1998, 1/3 of that value will original switch makers. This yields 330M in actual switch maker sales. I will concede 10% Ancor share in Q1, but I believe (hope) they will achieve >30% share by the end of the year. For sake of argument I will guess Ancor gets an overall market of 20% for the year - 66M in sales and ramping fast. FC is not supposed to peak any time soon either. :-) I'm not counting my chicken of course. They might all get the flu... Steve

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