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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: Mr. J. Kyle Hibbs who wrote (22400)	6/4/1999 11:10:00 PM
From: J Fieb	Read Replies (1) of 29386

Re:Nice job ANCR. The issuance of stock warrants is a brilliant maneuver. I agree. Creative, mutually beneficial, leaving clues for the revenue equation. + a small point............. Intelligent solutions.......a large SUNW vendor and one of the loyal ANCR partners. Was afraid that when ANCR lost the SUNW deal they would also loose this other solutions provider. So I decided that I should write off that link...now Intelligent sol. customers wil l gladly sign up for ANCR FC switches......its these kind of intangibles that will help put us in orbit. The ANCR /Intelsol link just got much STRONGER. Way to go ANCR>>>>>>> I'll look for the old links on intel sol. Anybody got them??? Leeza, On the Gilder thread I made several posts about FC asking for his thoughts and hoping for endorsement. It hasn't come yet. Think he said incremental improvement, but not paradigm. However his thoughts on SUNW and JAVA are well known and one of his responses on SANs had do do with the potential role that JAVA will play in this sphere. Now that SUNW and ANCR have hitched their wagons together don't think we have to stay awake worrying anymore. Will look up the Gilder SI SAN links...... YEAH!!!SUBSTANTIAL!!!!

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