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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: George Dawson who wrote (14207)	2/10/1998 2:16:00 AM
From: Eleder2020	Read Replies (1) of 29386

George-I believe that IBM recognizes their weaknesses in the storage area. When the time is right they have the muscle to buy their way into the game. They were actually doing very well with SSA when they were selling complete IBM solutions to business, governments etc., but with their strategy to rely much heavier on partners and VAR's SSA will take even more of a hit. They will have to get in the storage game somehow.I think an acquisition down the road will be in their future. Ed

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