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

To: Craig Stevenson who wrote (16022)	4/30/1998 11:06:00 AM
From: Alan Aronoff	Read Replies (1) \| Respond to of 29386

<<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, ANCR is building up a nice looking reseller/customer list for its focused vertical markets. The four LAN markets that Cal stated were CAD/CAM, data backup, geoseismic and defense. CAD/CAM = Hucom, (what happened to IST?) Data backup = IBM/GS Geoseismic = Amoco, GeoQuest Defense = Boeing, Litton But as you say, ultimate Ancor success still comes down to storage OEMs. In other news... Alteon Networks Breaks Network Industry Speed Limits newsalert.com