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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: janski who wrote (15664)	4/9/1998 5:39:00 PM
From: Roy Sardina	Read Replies (2) of 29386

Janski I didn't say there was no money, I just said that the low end is the volume sweet spot. There is plenty of high end pots to be had out there. But McData, Brocade, and Ancor share that space and a win is hard ot overturn. Whereas the lowend space has higher volumes and requires less customization. That can give you a lower cost and mre upside... Roy ---------------------- attached mail from Janski -------------- " The sweet spot turns out ot be 8-12 ports at $500 " I the last couple of conference calls Ancor made references to a new switch developments they were planning involving 32-64 ports if I recall correctly. That seems contrary to your opinion on where the money to be made is. Care to comment on that?

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