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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: Technocrat who wrote (19797)12/16/1998 2:24:00 AM
From: GuinnessGuy  Read Replies (1) of 29386
 
Technocrat,

Good note. I'm especially grateful how you seem to have your finger on the pulse of what's happening out there sans the hype.

What I'm interested in is your opinion of the impression that this OEM win will have on other OEM's that haven't yet decided whose switch to go with. As you stated in your note, SGI is decidedly high end: Will this be a relative advantage for Ancor for future OEM opportunities over let's say getting a Dell or even a Sun OEM? In other words, does a SGI OEM agreement make the industry sit up and take notice more than a Sun or Dell OEM agreement would have?

Thanks in advance ...

Craig
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