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

To: Douglas Nordgren who wrote (27263)	6/8/2000 2:37:00 PM
From: GuinnessGuy	Read Replies (2) \| Respond to of 29386

Douglas, Thanks for sharing your G2. Very interesting. RE: "The ANCR/INRANGE licensing agreement means ANCR gets a share of this potential $20 million/quarter revenue stream." What I don't get is how 200 switches per month at $100K per switch equates to $20 million per quarter. Shouldn't that be $60 million per quarter? Craig

To: Douglas Nordgren who wrote (27263)	6/8/2000 2:47:00 PM
From: Eleder2020	Respond to of 29386

Douglas -At SSB Storage conference -Inrange CEO and KEN H were seated together on the same panel of 4 companies with both Inrange and Ancor pushing the Directors as the future. HK Desai was also in attendence. I imagine HK and Inrange got at least a few minutes to get aquainted. Regarding - just a reminder that the SUN presenter in a question about SAN switches specified Ancor as the only switch vendor and that they saw no reason nor did she expect any dual sourcing of switches. She did that SUN would work to qualify any switch vendor that wanted to sell their switches with SUN SAN solutions through VAR's or integrators. SUN working to keep open standards on JIRO.