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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: Grainne who wrote (16417)	6/2/1998 9:06:00 PM
From: George Dawson	Read Replies (1) of 29386

Christine, With the money I have invested in Ancor - I am dead serious. IBM has a long standing substantial position. The statement I made was directly from Ancor management. Remember that advanced technology is a two - edged sword. You can be at the cutting edge with your product, but until everybody else catches up - you don't anybody to sell your product to. Every technical person I have talked to who knows anything about FC and Ancor has confirmed that Ancor has an extremely high level of expertise. If SANs only need class 3 switching that really levels the playing field. But based on public information - I agree with KJ, it comes down to Ancor and Brocade based on backplane architecture. If Craig's information is correct - that probably means there is a new McData switch out there that is also in this league. George D.

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