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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Greg Hull who wrote (16329)5/21/1998 12:18:00 AM
From: George Dawson  Read Replies (2) of 29386
 
Two more points:

1. The Litton application is apparently a class 1 application. In fact, the LAN applications were class 1. This is somewhat at odds with what was reported during the conference call unless they were talking about storage at the time. Class 1 is a competitive advantage in some environments.

2. The recent big Boeing deal (non-Ancor) - is with a division that is "close to" but not the same division that Ancor deals with. No implications for revenue for Ancor.

George D.
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