The New QLogic (ANCR) Message Board

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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: Steve Scribe who wrote (13732)	1/17/1998 12:26:00 PM
From: nic	Read Replies (2) of 29386

Steve, your calculations assume that all OEM decisions are made independent of each other. However, OEM decisions are likely to correlate in two ways: 1) as a result of being based on similar criteria, and 2) as a consequence of an OEM being aware of (and influenced by) preceding OEM decisions. The upshot is that there's a feedback effect at work here that IMHO makes the extreme scenarios (Ancor winning or losing almost all big OEMs) far more likely than your calculations would suggest. So let's win them all! ;-) - nic

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