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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: Patrick Sharkey who wrote (20332)	1/22/1999 9:01:00 AM
From: Neil S	Read Replies (1) of 29386

RE CMNT: The issue re CMNT has more to due with competitive positions of CMNT VS INRANGE than the importance of a "neghiborhood" specific win. INRANGE is strategic to Ancor, CNT is not. Why compete with your partner ? CMNT should do at least $130m in 98 and be solidly profitable. Based on what management is saying about next year it is easy to project at least $160m in revenue and eps of ~0.55. It has been public knowledge for some time that CMNT would add a FC switch to their SAN product lines. Neighborhood Note: I see Bruce Bergman is joining the Board of Directors of Ciprico, another SGI Bandwidth Partner. The fact that switches are becoming more important in the SAN is great news for all concerned. No Habitat No Fish. Neil

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