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

To: Patrick Sharkey who wrote (18926)	10/29/1998 5:28:00 PM
From: KJ. Moy	Read Replies (2) \| Respond to of 29386

Pat, From what I can gather from the press release and the conference call and what I know about Inrange's business, Ancor and Inrange are both working together to provide ESCON/FICON and fibre switching types of functionalities onto Inrange's product lines. There probably is a contract which specifically spells out what the deliverables are in order for Ancor to pocket all of the $9M and may be more if the future products sold exceed a certain number. I don't think we will see any such details anytime soon. I do, however, feel comfortable about the deal. Ancor is not re-inventing the wheels. They are providing a working technology onto existing products, much similar to McData's product line, probably better. This deal is no comparison with the old Sequent deal when some HP chips didn't work up to its expectations. FC is way past that stage. As to your question on my speculation on how big this arrangement will be worth, It is worth high 8 figures or more when it reaches its potential IMO. Mainframe business is huge. KJ

To: Patrick Sharkey who wrote (18926)	10/29/1998 10:19:00 PM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

Patrick, you have alot of questions about the INRANGE deal and you are drawing comparisons to Sequent. For your own benefit and the benefit of the thread, why don't you call up Ancor yourself ( Cal and Steve ) , grill them, then report back your findings? If you don't believe them, then post it AFTER you've spoken to them directly. I don't understand why you think KJ or anyone else here has access to more "reliable" information than you yourself calling up the company and asking them the hard questions. Why would an educated lawyer such as yourself rely on hearsay? As they say "do your own research" and then you have no one to blame but yourself for investment decisions. I am not disputing your issues or questions BUT I fail to understand why you would rely on a bunch of anonymous Internet groupies for "valuable" , "accurate" information, especially in light of latest SEC crackdown on Internet fraud. I would love to discuss/agree/disagree with your issues/findings after you've had a chance to grill the company yourself.