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

To: Roy Sardina who wrote (13506)	1/6/1998 2:48:00 PM
From: iceburg	Read Replies (2) \| Respond to of 29386

Now we are getting somewhere. Lets suppose the OEMs/resellers sell the product for twice what they paid. For sake of argument we will assume $1200/port cost to the OEM, $2400 for end user. Of the 1 Billion in projected switch sales in 1998, 1/3 of that value will original switch makers. This yields 330M in actual switch maker sales. I will concede 10% Ancor share in Q1, but I believe (hope) they will achieve >30% share by the end of the year. For sake of argument I will guess Ancor gets an overall market of 20% for the year - 66M in sales and ramping fast. FC is not supposed to peak any time soon either. :-) I'm not counting my chicken of course. They might all get the flu... Steve

To: Roy Sardina who wrote (13506)	1/6/1998 4:08:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Roy, This is a little off topic, but could you tell us a little more about G2? Obviously, you see a market opportunity in the Fibre Channel hub area, but does G2 plan to move into the switch area too? I'm also curious about competition in the hub area. Who would your biggest competitor be? Gadzoox, Vixel, or somebody else? What about G2's financing? Will you guys be doing an IPO at some point? Thanks in advance. I'll understand if you decline to answer any of my questions, due to competitive concerns. Believe it or not, I have been monitoring your web site for several months. There have been a lot of "under construction" messages. <g> Craig