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

To: Greg Hull who wrote (17368)	7/24/1998 6:16:00 PM
From: Patrick Sharkey	Read Replies (2) \| Respond to of 29386

KH worked in Minnesota for many years before WD's recent debacle, didn't he?

To: Greg Hull who wrote (17368)	7/25/1998 9:29:00 AM
From: Louie Liu	Respond to of 29386

Greg. Your observation about Ancor executives is interesting. I think there is a chance that the disk drive makers such as Seagate, WDC, and Quantum might want to get a piece of the enterprise storage market; supplying RAIDs and DLTs in addition to disk drives. They have some technological and economical advantages over the current players such as EMC and StorageTek. They have a better name recognition. I think the change is driven partly by decreasing margin and more competition in disk drives and by fibre channel. Some businesses have reorganised in respond to the growing importance of the storage market. Perhaps it was just a coincident that the Ancor executives come from the disk drive makers. Regards Louie