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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: Craig Stevenson who wrote (16797)	6/25/1998 1:11:00 AM
From: THOMAS GOODRICH	Read Replies (2) of 29386

Craig, What this anonymous poster says may prove correct. You should perhaps forward this to Ancor in hopes they'll consider this a possible reality. What I noticed that was not mentioned was the fact Ancor's MKII was still under evaluation by Sun at least at Interop along with a product from Dolphin Interconnect. What the status of Dolphin is with Sun Micro, I don't know. It appears as another poster suggested, the FC market has been slow to materialize and none of the vendors have reached targets at this juncture. With respect to Ancor, my immediate concern is how long the company can continue as a going concern without a significant increase in revenue or the need to raise additional capital as opposed to the OEM's they will ultimately win or lose. Should Ancor win or not win any OEM's on the list, IMO will not make or materially impair the company from a longer term perspective. On the $6/share takeover rumor, I recall Ken stating at Interop they felt $6/share was way too cheap! Tom

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