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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: Smart_Asset who wrote (20060)1/10/1999 9:35:00 PM
From: KJ. Moy   of 29386
 
Tamson,

<<<Who would be the oem for these companies?(Yahoo & Lycos).>>>

EOM does not apply to them. It would be 'which integrator or server/storage providers will get their accounts to provide a solution for their problem. '. They may call up a Prisa, Veritas, SGI, IBM, HWP, SUN to summit RFCs. Whoever can provide what they want with the price they are willing to pay will get their business.

KJ
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