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

To: Ocean_Joe who wrote (26081)	2/10/2000 8:59:00 AM
From: Patrick Sharkey	Respond to of 29386

I think that the response by IR, and we should remember that it is IR and not engineering talking to us, says more than "dual" source. That response, and the HWP press release, talks about "multiple" sources, which hopefully will include Ancor. So, if we see Zoox come out with a qualification, that does not mean that Ancor will not, and vice versa. The real tests are going to be who HWP will recommend in the absence of a customer request, how much Ancor sells, how big the switch market will be, and how big HWP's part of that market will be. Pat