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

To: ed doell who wrote (17497)	7/29/1998 8:10:00 AM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Ed, really no difference on this Board, or with Ancor, since your last visit -- but there is a difference in the fibre channel market and in the amount of patience that investors have with Ancor. This remains a story stock, based upon a belief that switches eventually will be required as fibre channel proliferate in the market; only fewer and fewer people believe in the story, and the stock price reflects the decline in the number of believers. Some still posts their strong beliefs in the future of fibre channel, including a significant role for switches as that technology grows and deployment increases, and in this company as a pure fibre channel play in the market. I count myself in this group. Others, like you, do not believe in Ancor, either because they have no belief that this technology will earn its place in the market, or that the Company will not perform regardless of the success of fibre channel, or that the Company cannot beat Brocade. Based upon public announcements of other public companies, including Data General, Dell, IBM, Sequent, Emulex and QLogic, the fibre channel market is now here, but not in full bloom so as to require switches as this point, and it appears quite clear that the need for switches will continue to be delayed. What can you tell us about fibre channel technology, the acceptance of that technology in the marketplace, and Ancor at this time?