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

To: Greg Hull who wrote (16329)	5/21/1998 12:18:00 AM
From: George Dawson	Read Replies (2) \| Respond to of 29386

Two more points: 1. The Litton application is apparently a class 1 application. In fact, the LAN applications were class 1. This is somewhat at odds with what was reported during the conference call unless they were talking about storage at the time. Class 1 is a competitive advantage in some environments. 2. The recent big Boeing deal (non-Ancor) - is with a division that is "close to" but not the same division that Ancor deals with. No implications for revenue for Ancor. George D.

To: Greg Hull who wrote (16329)	5/21/1998 11:27:00 AM
From: Greg Hull	Respond to of 29386

In yesterday's meeting Ken described Ancor's target markets as high-performance LANs and high-performance SANs. My favorite slide segmented the LAN market and showed the success to date in reaching the segment. It looked something like this: LAN Target Markets (segment)..........(reseller)..........(customer) CAD/CAM............Hucom...............Japanese Auto Company Geoseismic.........GeoQuest............Amoco Defense............Litton..............Boeing Data Backup........ISI (?).............Univ of Illinois .......................................IGS As a writer of presentations in a former life, it was exactly the sort of slide I liked. It reinforced their image as being focused and successful. I'm not sure which came first: the segment definition or the sale to the customer. Regardless, they packaged the story well. Is it just my perception or is Marketing better than it used to be? Maybe next year they can have a similar table showing the segments and customers of the SAN market. Greg