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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 (16170)	5/13/1998 11:02:00 AM
From: KJ. Moy	Read Replies (1) of 29386

<<<Do think there is any chance that IBM Corp. isn't on speaking terms with IBM Global?>>> IBM Global Services is an integral part of IBM. Its leader reports directly to an executive VP who reports directly to Lou Gersner. The function of this fibre bridge is to pass data between ESCON and Fibre Channel. Its shows that IBM is serious about moving to fibre channel in the mainframe area. Companies who are using ESCON now can purchase fibre channel base machines which can also communicate with the old via this bridge. Who will win the fibre channel side of the business with IBM? It's anyone's guess. I like Ancor's chances.

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