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Technology Stocks : The New QLogic (ANCR)

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Aug 24 5:00 PM EST

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To: THOMAS GOODRICH who wrote (16173)	5/13/1998 1:27:00 PM
From: George Dawson	Read Replies (1) of 29386

Tom, Thank's a lot for the N + I report. Nothing like actual first hand information. I would also be interested if you looked at the demos, and if throughput or latency of the MKII was demonstrated in any way. I recall at the shareholders' meeting last year, that an "old" switch was on display with the actual throughput being shown at the same time. I am also interested in the continued NDA constraint and the rationale for this. It is certainly not to Ancor's advantage. I have to think about why it would be a big deal for a company to keep it a secret that they were using FC switches, especially with the increasing FC momentum. People in the past have always alluded to "competitive advantage". That may have been true when Ancor sold to their secret Japanese customer - but now that you can compare the risks/benefits of FC to other technologies- what's the big deal? I would appreciate any explanation of why a current customer would want to purchase Ancor switches under an NDA. George D.

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