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

To: nic who wrote (13735)	1/17/1998 3:12:00 PM
From: janski	Read Replies (1) \| Respond to of 29386

It's a dangerous logic you're using. So far it has been Brocade which has been winning the OEMs. One could construe they would get all the rest of them.

To: nic who wrote (13735)	1/18/1998 10:19:00 AM
From: Steve Scribe	Respond to of 29386

During this past year Ancor has won 1 OEM and Brocade has won 2 OEM's (during a period when Ancor had only class 1 and the market wanted class 2/3). Therefore the evidence so far is that some OEM's are going to company A and some are going to company B as opposed to one company winning all the business. This bodes well for the chances of Ancor winning a significant fraction of the OEM's. Whether they will win more or less than 50% of the OEM's remains to be seen. All IMHO, Steve