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

To: George Dawson who wrote (15956)	4/29/1998 11:05:00 AM
From: Craig Stevenson	Respond to of 29386

George, The declining interest in Class 1 probably means that the focus on storage was a necessary change for the company. I'm quite sure that Gigabit Ethernet is encroaching in the high-performance LAN space. Someone should have asked how many MKII's were shipped in Q1. I'd be REAL curious whether IBM took any. I don't think that Sequent accounts for all of Brocade's switch sales, but it is undoubtedly a significant portion. I would guess 50-75 percent. Craig

To: George Dawson who wrote (15956)	4/29/1998 11:09:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

George, When Dale asked about Brocade, he mentioned that they were running at a $40 million a year run rate. If we knew what percentage was Sequent, we should be able to extrapolate the value of a major OEM deal. (Granted, this is a mature contract.) If Ken's statement about Ancor and Brocade being about equal without Sequent, that would mean that Sequent was running at somewhere around $30 million. (I'm figuring Ancor at $10 million, which is a bit generous. <g>) Do you think that the Sequent contract could be that big? Craig