The New QLogic (ANCR) Message Board

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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: David Andersen who wrote (21589)	4/28/1999 8:57:00 PM
From: J Fieb	Read Replies (4) of 29386

Hello all, Just listened to the call. Interesting. A LOT more interest in the Q&A. Favorite parts of the call..... 1. The Q about ANCR role in Hitachi's FC lab.....If they play a role here and know what HDS wants they will continue to have an ear to insure the right product, etc. This is a big opportunity for ANCR. Go ANCR. Live in that lab, take sleeping bags, drink a lot of coffee. 100 million? Maybe they could loan you the pizza and coffee money??. You are like those birds that clean the teeth of the hippos...something like that.... 2. Digital video ahead in the adoption curve of FC and the relative strength of ANCR at NAB compared to the competition. Food for thought. Good place for ANCR to be strong to get earlier sales. 3. Internet2.....Open Q) Can streaming video or VOD be implemented on a large scale without switched FC. Based on the ANCR response to this Q the answer may be NO. Least favorite parts.. 1. "bolster cash position heading into 2000".....We remember that last time around. Can anyone dispell the fear of another major dilution? 2. Building on successes latter part of yr........Are the other Tier 1 s going to tread water for this much time??The wave is BIG but SLOW!!!But I've paid for these FC seats and I like the view and they are familiar and I think we'll keep them for another yr. or two. How about the rest of you?

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