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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: Pigboy who wrote (19735)	12/14/1998 7:57:00 PM
From: Eleder2020	Read Replies (1) of 29386

It's not that difficult to put the dots together. Silicon Graphics has used Ancor switches in the past. Carla Kennedy is a former SGI executive along with another Ancorite. Prisa was given business that they sought from SGI. SGI said we like your ideas with one slight change. We'd like you to use Ancor switches because A)we have a relationship with Carla and B)we like the ANCR switches or C)A&B. Prisa says you have a deal. I'd give this one to Carla. Also if I were Ancor I definately wouldn't put out an announcement the same day. Why step on Prisa/SGI announcement.Let them build a good working relationship now that they aren't using Brocade(probably their choice) on this contract. The word will get out and a release can happen later. Just a thought, Ed

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