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

To: Neil S who wrote (15979)	4/29/1998 2:19:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Neil, <<Also interesting was that Cal indicated during his review of the quarter that the additional orders for IBM/GS were for "new sites", if i'm not mistaken.>> I remember that too, although I'm not sure of the exact wording. I wonder if IBM Global Services is using the product internally, reselling it to customers, or a combination of both. Craig

To: Neil S who wrote (15979)	4/30/1998 9:48:00 AM
From: Alan Aronoff	Read Replies (1) \| Respond to of 29386

<<<< Craig, << I got the impression that IBM and Hucom were Q1.>> Also interesting was that Cal indicated during his review of the quarter that the additional orders for IBM/GS were for "new sites", if i'm not mistaken. Neil>>>> Craig and Neil, A few relevant quotes from the CC Steve Snyder said <<our gross revenue for the quarter totaled $1,042,000... geographical split of revenue was roughly 1/3 domestic and 2/3 international.>> Cal then states <<...our sales success in the first quarter clustered around CAD/CAM and data backup applications...>> <<...our Japanese distributor, Hucom, was our single largest customer in the quarter.>> So I guess $250K+ in FC products sold to IBM for data backup and $600K+ sold to Hucom for CAD/CAM. Cal goes on to say <<We're also very pleased to win follow-on business from IBM/GS...IBM/GS has ordered additional Ancor Fibre Channel switches for use in critical data applications for additional sites.>> additional switches...additional sites...sounds good!