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

To: Roger Arquilla who wrote (16313)	5/20/1998 9:21:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Roger, The announcements of OEMs are in the third and fourth quarters of 1998. Ken is not disappointed at all. He was in good humor - played off some questions that he couldn't answer (due to restrictions) with a few jokes. He is a pro - and I think he is expecting to be a winner in the FC game. I think he did not see the lost Sun deal as a big negative - repeating that they did not expect to win it and that they learned OEM strategies from the experience. Cal pointed out that Sun has still not announced an FC switch OEM, even though an audience member said he thought Brocade had the deal. I don't think it is business as usual. I came away with the feeling that the company is much more focused and management, marketing, and sales is much improved. George.