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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: Steve Valliere who wrote (13869)	1/26/1998 12:59:00 PM
From: Craig Stevenson	Read Replies (2) of 29386

Steve, <<Didn't I read recently that Sun was possibly going to announce an OEM deal with Ancor (hopefully) or Brocade (hope not) sometime this week?>> I think it was posted that Sun will announce their storage strategy later this week. Based on some information that I stumbled across in InternetWeek magazine, I believe this announcement will deal with products from their recent acquisition of Encore. (See a previous message of mine on this subject.) I do not know if there will be OEM announcements at the same time, but I doubt it. (That opinion is based on Craig Siebel's conversation with Steve Snyder (Ancor CFO) last week.) Anything is possible, but I'm still skeptical of that one. On the other hand, it would certainly be prudent to watch the Sun introductions, to see if Fibre Channel switches are mentioned. Craig

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