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

To: Earl Jones who wrote (12622)	11/23/1997 5:18:00 PM
From: Craig Stevenson	Respond to of 29386

Earl, I saw the 1 billion dollar figure for adapters on page 237 of the November 10th issue of Computer Reseller News. It was a Dataquest number. "According to a Dataquest, Inc. study, Fibre Channel controller board revenue will leap to an estimated $1 billion in 1998 from $50 million in 1997." Here is a direct link to the entire article: techweb.com The 6 billion dollar number for adapters, and 1 billion dollar number for switches alone supposedly came from an investment firm of some sort, but I haven't been able to independently verify it. In any case, those numbers are a LOT higher than I thought they would be for 1998. I could believe those numbers for 1999 maybe, but if there turns out to be that much Fibre Channel business in 1998, us ANCR longs will have the last laugh. Craig