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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: Roger Arquilla who wrote (15563)	4/6/1998 12:49:00 PM
From: Craig Stevenson	Read Replies (2) of 29386

Roger, I really don't think there is anything fundamentally wrong with the MKII, but the lack of significant deals (especially in comparison to Brocade), would tend to indicate that something is wrong somewhere. I just can't figure out what it might be. There are a lot of high-profile people joining the company, and they appear to be positioning the company for SOMETHING, but it doesn't seem to be the small reseller type deals. Focusing on storage seems to make sense, but the MKII should also appeal to the same (and maybe even a broader) market than the SilkWorm. So far at least, that hasn't happened. The MegaDrive/Brocade deal also takes another one away from Ancor's target market. These guys are HEAVY into storage. Not bearish, just frustrated. Craig

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