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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: iceburg who wrote (18874)10/28/1998 9:12:00 AM
From: trendmastr  Read Replies (1) of 29386
 
Paine Weber guy -conversion has diluted the heck out of the company- is INRANGE more committed?

Tom Duxbury -

response of lower price switch has exceeded expectations

Nelson still expects OEM decisions to be made this year and into first 1/2 of 99.

Snyder won't predict future conversion - might be less than 7 million preferred

3 to 5 year range of switch market sales- $500 million to $1 billion

4 potential switch vendors for OEM's

Nelson feels very comfortable with momentum ANCR has relative to competition

Craig.....where are you????

re: VERITAS demo - they are very important- ANCR will work with many partners

what are key issues for market to accelerate?

system vendors needed to get simpler systems go first - evolutionary- adapters to hub to switches- Nelson is seeing process happen

CAl wouldn't comment on new products

Tailwind guy - says that they aren't shorting ANCR!!!!!
144 sales were small
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