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

To: George Dawson who wrote (21747)	5/13/1999 12:52:00 PM
From: jim g.	Read Replies (1) \| Respond to of 29386

George, one thing I caught which has not been commented on was Ken's response to the financing question before he deferred to Snyder. I believe he said that there was a possibility of a strategic alliance with a large oem, very interesting comment. Also, he said that there were 3 to 5 major tier one oems that have not announced yet but that there was the possibility of doing business with those that have announced because of their various divisions. He seemed to stress their tech superiority throughout his comments, although he admitted it was beyond initial customer demand which allowed Brocade to come in with their early wins. He said that these early customers wanted to walk before they ran, but that now going forward there superior technology would begin to pay off. When he was reminded of his 30 to 50 percent comment, I sensed he was a little squeamish and hedged a little in his answer.