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

To: Alan Aronoff who wrote (16018)	4/30/1998 10:19:00 AM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Alan, <<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.>> That's my recollection too. I wonder how many sites they have? I also wonder if the focus on Data Backup applications at InterOp has anything to do with the IBM/GS relationship. Maybe IBM is excited about Fibre Channel for this application, and Ancor wants to push it a little bit at N+I. <<So I guess $250K+ in FC products sold to IBM for data backup and $600K+ sold to Hucom for CAD/CAM.>> If IBM continues to place orders, this could help to smooth out the revenue bumps. One thing to note is that Ancor's customer base is growing, albeit not nearly fast enough to guarantee success without a major OEM. Craig