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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: Ken Richard who wrote (16857)	6/28/1998 1:05:00 AM
From: Joe Wagner	Read Replies (1) of 29386

It seems logical to me that Ancor is using all of the feedback from OEMs to develop an improved version of the MKII that will eventually come out, and the reason they say very little about it is they don't want any competitors to have the benefit of this information to incorporate it in their own switch. Since technically Ancor is very advanced in Fibre Channel, it makes since that with the passage of time their engineers would make further progress in switch technology. So my conclusion is that their technology is far from being fatally flawed and will be further refined until it starts snagging some OEMs. The odds of not getting any OEMs seems statistically too high. Its a wild ride but I've been on wilder ones like USWDA ( $9 to $.12 to 9$, currently at $4). Joe W.

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