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

To: Craig Stevenson who wrote (12593)	11/20/1997 12:28:00 PM
From: Patrick Sharkey	Read Replies (2) \| Respond to of 29386

Is it 100% clear that this announcement about Amoco, apparently involving an installation made some time ago, involves only 1 switch, and that 1 switch is all that will be sold to this particular business unit of Amoco? Even so, will other Amoco business units have other needs? Will other exploration/oil companies have other needs? Do we have reason to believe that Sun, SGI and others doing business with Amoco may be impressed by the actual operating results, network transfer time, etc. achieved with this networking installation, and shows that legacy systems need not control the decisionmaking process regarding upgrades in performance. My take is that other companies deciding whether or not to deal with a Minnesota company using a penguin for a logo will be impressed by deals and installations, however large, with companies such as Amoco, Geoquest/Schlumberger, Boeing, etc. In fact, I am sure that Brocade would have liked to announce a networking solution with a company such as Amoco, and that we on the Board would have been very disappointed if Brocade had made such an announcement. In short, looks good to me, and obviously I, too, hope that there are many additional announcements as well