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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: Slapshot who wrote (22439)	6/6/1999 10:24:00 AM
From: RJP	Read Replies (1) of 29386

Could you clear up a little confusion I have regarding Ancor's technology/investment agreement with IBM? If you can't answer some of these questions I understand. Do you expect IBM (any division of) to outsource a FC switch for their product needs or would they use Ancor's technology and build their own? It is my understanding they had access to and could use Ancor's FC technology for their own R&D. Some time ago there was a discussion on this thread that each of IBM's divisions could potentially OEM a FC switch from a different vendor instead of one source. What are the chances this will happen? Do you think IBM's original investment in Ancor will be a deciding factor? I am glad you are able to share in Ancor's current success. Sometimes life is being at the right time and the right place ..... Regards, RJP

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