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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 7:09:00 AM
From: Roger Arquilla	Read Replies (2) of 29386

Craig, If there is any truth to that list of contracts (potential)...doesn't it seem rather odd that Ancor wouldn't end up with at least one, almost be default. It is kind of like the reality of everyone buying Fords, and no GM or Chrysler products. It doesn't make sense that all of those vendors would buy a silkworm based on such things as physical location and business connections. I keep thinking there is something significantly advantageous about the Silkworm...be it price or configuration. Is it possible we are (potentially) loosing all of these contracts because the MKII just isn't that good? We always hear about its claim to fame, but no one has ever really done an A/B comparison between the two...such as was suppose to be happening at the U of C a long time ago. I'm probably totally off base, but it does make me wonder if it could be as simple as a Silkworm is better than an MKII.

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