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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 (21774)	5/14/1999 3:42:00 PM
From: Greg Hull	Read Replies (2) of 29386

Pat, <<Think about this scenario, Greg: Ancor retained the Sequent business, but never focused so quickly, and so clearly on SAN, or the need for serious price improvements to move switches, but Brocade had that incentive? Would the future look the same?>> Good point. It's clear to me that the strength of Ancor in the past was in engineering not marketing and sales. It remains to be seen whether S&M will become a strength. Perhaps it is already. Is the credit for shifting from LAN to SAN emphasis last summer due to keen insight of the current staff, or would most people have reached the same conclusion about the same time? I believe Cal is the only holdover in upper management from the Sequent days, but I don't know whether he was an early advocate of the SAN emphasis. If so, then I'd argue they'd get there even with Sequent. Greg

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