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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 (14470)	2/20/1998 2:17:00 AM
From: Kerry Lee	Read Replies (1) of 29386

<<Don't get your hopes up. I've heard IBM is looking at a new 8 port Brocade Switch to OEM at less than $1000 per port (that's a new low water mark.) So... while they may be endusers of ANCR, their OEM deal may goto Brocade.>> If Brocade wants to believe that they have sewn up IBM, that's fine with me. Brocade/adam/wilhu were saying the same thing about SUN 9 months ago. One thing I will agree with is that this particular data back-up application has nothing to do with any envisioned potential Storage OEM relationship. From what I understand the IBM IT manager found out about Ancor on the WWW, made some inquiries and the Ancor salesforce followed up..I guess the Internet is good for something, afterall. At the very least, IBM makes a great reference account for horizontal applications of data back-up.

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