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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: George Dawson who wrote (21739)	5/13/1999 2:41:00 AM
From: eric sahlin	Read Replies (3) of 29386

Thanks everyone for the shareholder meeting recap- I was wondering if Ancor management commented on their business strategy going forward in regards to competing with Brocade, Vixel etc.? Did they mention that they thought having a better product and out innovating Brocade was the key or did they mention more emphasis was going to be on building a strong sales force/service group? I am just currious on anybody else's sense of managments competitiveness. Did you think managment portrayed that they wanted to lead in this market or are they just satisfied with getting a "fair" share. I think Kerry brought up a great point in that other factors besides product & price are very important. OEM Relationship building and things like visibility with the end customer can be major factors. I hope Ancor continues to work hard at these aspects like they have been doing. I also am hoping that Brocade doesn't know what to do with their cash infusion from the IPO and invests in -NPV projects. Maybe ANcor can then push the 50% barrier. Eric

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