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

To: w2j2 who wrote (13730)	1/17/1998 10:41:00 AM
From: Steve Scribe	Read Replies (2) \| Respond to of 29386

Regarding my assumptions, I think there are more than 20 OEM opportunities but I used 10 just to be very conservative. Also I believe that with the MKII Ancor has a greater than 50/50 chance of winning each OEM because of it's much lower latency, dual hot swappable power supplies, and, greater mean time between failure and lower cost because it contains a lot fewer chips than the competition. It also has 8 FC-AL ports built in to the switch that can also serve as regular FC ports. My question is: If one MKII OEM contract takes the stock well above $15 share what happens to the stock price with 2 OEM's? What about 3 OEM's? What if Ancor lands 5 or 6 OEM contracts? Just some food for thought. All IMHO, Steve