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

To: Lhn5 who wrote (16505)	6/9/1998 11:05:00 AM
From: Mike Fredericks	Read Replies (1) \| Respond to of 29386

If that's true, why didn't ANCR ever say that IBM was OEM'ing its switches? IBM wouldn't mind having ANCR's stock price go up since they own several hundred thousand shares... -Mike

To: Lhn5 who wrote (16505)	6/9/1998 1:07:00 PM
From: George Dawson	Read Replies (2) \| Respond to of 29386

Larry and Mike, Actually this seems to be the norm. I guess if you are a big company and want to let everyone know that you can be all things to all people - you get a small company to sell you their technology and put your box around it. At least until the smaller company gets to the point where they have enough leverage to put an "Intel inside" decal on the box. I have encountered similar PC software related problems, where my PC maker OEMed several programs - so that on the day the "missing .dll" file popped up - both the PC maker and the software maker disavowed any knowledge of how to get the file. The software maker advised me: "that was OEM software and if you buy our CD ROM, that does not guarantee it will work." There is a least as much information that the McData switch contains a Silkworm. So far nobody has come up with evidence to the contrary in either case, although Craig seemed to have some information that the McData enterprise switch as totally redesigned (compared to the ES4000). George D.