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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 (16309)	5/20/1998 7:48:00 PM
From: Roger Arquilla	Read Replies (1) of 29386

George, You stated, "SAN OEM revenues are not expected until 1999-with announcements in the third or fourth quarter." Are you implying 3rd and 4th quarters of 98 or 99? Maybe I am reading more into than what you wrote, but I get the impression that Ken is very disappointed with where things are at this stage of the game. Did he give you the impression that coming over to Ancor has fallen short of his financial expectations? It sounds like he was expecting the company to be a lot further along at this time than they are. If there is any truth to that, do you, like Craig S., feel the problem lies with the overall slower ramp up for FC products, or a perhaps a primary marketing problem with Ancor? I also got the impression from what you said that loosing SUN was more than a minor set back to the company. It appears that what others had to say was true. Nothing bad, nothing good. Business as usual. Thank you for your report. Roger

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