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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 (15956)	4/29/1998 11:09:00 AM
From: Craig Stevenson	Read Replies (2) of 29386

George, When Dale asked about Brocade, he mentioned that they were running at a $40 million a year run rate. If we knew what percentage was Sequent, we should be able to extrapolate the value of a major OEM deal. (Granted, this is a mature contract.) If Ken's statement about Ancor and Brocade being about equal without Sequent, that would mean that Sequent was running at somewhere around $30 million. (I'm figuring Ancor at $10 million, which is a bit generous. <g>) Do you think that the Sequent contract could be that big? Craig

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