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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: Tom Duxbury who wrote (18785)	10/24/1998 6:41:00 PM
From: THOMAS GOODRICH	Read Replies (1) of 29386

Tom, I agree with you that it is unlikely Cal or any of the other officers at Ancor would disclose information prior to a formal announcement. Given the problems of a couple of years ago with former employees they seem to be very diligent with regard to forward-looking statements. On the subject of going-forward, I believe expectation of major OEM announcements later this year and/or early next year is overly optimistic. 1999 may actually prove to be flat as many industry pros such as Gartner predict. W.L. Gore a Fibre Channel Association member based here in Wilmington expects eventual strong demand for their FC interconnection devices and fiber cabling but, not for another year or two. I'm glad to hear Ancor had a great showing at Interop Atlanta this year.

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