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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 (14711)	2/25/1998 11:06:00 PM
From: janski	Read Replies (2) of 29386

That's right, somebody has to sell it. Prevailing opinion on this thread is that it is storage and nothing else matters. I agree that without storage OEMs Ancor isn't getting very far. But there have been opportunities out there and whatever the secret multi million dollar Hucom installation proves that. It's amazing that they sold close to nothing this past Q. The impression I got from the call was kind of like, well we got a great switch, the only FC-AL(I don't think so), we shipped the samples and the orders WILL come. Will they? Sort of like O'Hara boasting his class 1 once upon a time. In my opinion based on past and present relations most of the big ones are gone: Compaq, DEC, HP, EMC, STK. What's left? IBM(Roy doesn't think so), maybe SUN, even SGI had a press release today about getting EMC's.

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