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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: Roger Arquilla who wrote (20444)1/27/1999 3:05:00 PM
From: Kelly Igou  Read Replies (1) of 29386
 
I agree, Roger.

I think the announcement confirms the value of the stock at this level, and provides further evidence that the market is out there, and ANCR's switches are good fits to the market.

This is what we've all been waiting for these many years...the domino effect: I think we'll see one or two more OEM deals in the next month or two. At that point, ANCR will have the contracts and relationships to demonstrate financial stability, and should be experiencing a significant ramp-up in shipping volume.

I think the tier 1 players will readily commit at that point, and the market will break wide open for ANCR...
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