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

To: The Freep who wrote (13068)	12/9/1997 7:39:00 PM
From: Pigboy	Respond to of 29386

Freepster, I believe Ancor means customers. I believe Ancor has had over 130 customers (installed base), whereas Brocade is getting a nice load from one customer, SQNT. Granted, the oems are where the money will be. ALL IMHO pigboy

To: The Freep who wrote (13068)	12/9/1997 7:39:00 PM
From: George Dawson	Respond to of 29386

Freep, You are correct in being confused. They may be talking about largest number at one particular installation. The mysterious Japanese customer is rumored to have 150 - 200 switches in place. Even using Brocade's method of counting ports, this is a maximum of 3200, no where near their competitors projected numbers. Maybe Carla K. will clarify in the presentation tomorrow.

To: The Freep who wrote (13068)	12/9/1997 7:49:00 PM
From: w2j2	Respond to of 29386

Freep, "Customer Base", as I understand it, is total # of customers. And this is important.wj