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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: Craig Stevenson who wrote (18486)10/11/1998 8:51:00 AM
From: KJ. Moy  Read Replies (2) of 29386
 
Craig,

Thanks for a re-direct of focus<g>. We spent way too much time on what the RegDs were doing or will do. I think much of the volume were other speculators' doing, not the RegD's. It is the perception of that happening that can put lots of pressure on the stock price.
I think you are right on about the 'InFrange' deal. Enterprise computing are often limited by scalability. Thus, more ports in the upcoming ESCON/FICON directors, the better the marketability. I believe FC switches are required in an end to end configuration with clusters of mainframes, rolls and rolls of storage devices. I'll add one more point. InFrange or McData can sell directly to companies who can use them. They don't need IBM being the middle man. The Netmark connection will come into play. Japan is one the biggest mainframe user countries. They can sell Hitachi SAN, InFrange and Ancor FC products directly to Japanese companies.

KJ
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