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

To: Roger Arquilla who wrote (12681)	11/28/1997 2:17:00 AM
From: Alan Aronoff	Read Replies (1) \| Respond to of 29386

Roger, I think within eight months we'll have a good idea of how big a winner Ancor will be long term. It appears there will be a slew of OEM deals being announced over the first half of '98. no deals = dead company many deals = I can eat out every night of the week The type of new financing Ancor receives will also give us valuable insight. Reg D with heavy dilution = dead company Equity stake by a large company = mmmm...pass the grey poupon

To: Roger Arquilla who wrote (12681)	11/28/1997 10:26:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

A 1 Gig modem: This is probably a bigger threat to FC than HIPPI - but it would mean that we all need high speed leased lines. Message 2831083 That was me speaking about the narrow window of opportunity.