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

To: Bob Frasca who wrote (28377)	2/13/2001 2:13:50 PM
From: J Fieb	Respond to of 29386

BF., Objective data points are hard to come by these days. INRG quarter was something important to measure. Qs SPG and INRG fates may be similar. Since the FC-9000 that are INRG's "engine of growth" are a joint INRG/QLGC product. Please listen to the call for yourself. The call can be heard here... inrange.com QLGC recently hired this person... QLogic Names David Hubbard Vice President and General Manager of Switch Products Group Former INRANGE Executive Brings Strong Track Record of Successful Sales and Strategic Marketing in Storage and Networking Industries Every HBA that goes into an FC-9000 that INRG sells will be Q. Every edge switch in an INRG install will be QLGC. Q gets rolyalty revenue for every FC-9000 sold. The FC-WAN blades will be provded by Q. You can bet on it. I track INRG to see how Q is fairing in the tech war. While the INRG Open Storage that Q helps with is growing 175% the overall growth at INRG is in the 40%range. Q does better than that. I track INRG as an important data point. SI works harder than Kumar, HG, don't care about them and their fog machines. I use the confusion that they create as a personal opportunity to enlarge positions. They have created an opportunity to add to important core i/o technologies. They weren't asking Q on the cc, but could have been lurking if not to busy with the propaganda. I'm adding for my kids educational IRAs. Perhaps there will be more opportunities. We can use HG and Kumar as well as they can use others!