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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: George Dawson who wrote (23533)	7/30/1999 1:46:00 PM
From: Nine_USA	Read Replies (1) \| Respond to of 29386

George, based on the information from MTIC IR below, would 200 switches generate about $1m revenue from MTI to Ancor in the 3rd qtr based on conservative switch and average switch count per 'box' assumptions? ------------------------------------------------------------------ Posted on the Yahoo Ancor thread. ANCR/MTIC by: uptech98 12204 of 12204 Spoke with MTIC investor relations, and asked about Ancor along with a few other questions. Their engineers like working with Ancor very much...said they were very service oriented and attentive. Also said their switch was a little better, but that Brocade switch was also good. Sounds like price and service may have won the deal. They like Ancor's tech roadmap. He said that in the conf call they projected 200 "boxes" to ship this quarter, and when I asked how many switches in each box he said one sometimes more. He said hubs also in each box and that they will announce a hub vendor soon. He said the Telco industry will be a huge market for them ie Bellsouth and others. He said Internet companies are the fastest growing market for them. They sell to Paine Webber also. Said IBM is behind in the race. Said the employees are really psyched and excited about the year ahead. Said that they are hiring like mad but hard to get salespeople when everybody else IE Data General etc is hiring also. Ray Noorda (ex NOVL CEO) is Chairman of Board and owns 51% of the company.