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

To: Huei-Sheng Kao who wrote (22003)	5/24/1999 12:01:00 AM
From: KJ. Moy	Respond to of 29386

<<<Would you mind speculating on, or listing the possible revenue from ANCR'S customers you know of so far,including all the OEMs signed?>>> No, but if I were to do that, I would use the following assumptions. 1. Take Hitachi for example. 2. HDS/Hitachi were to dedicate over 1,000 marketing rep to promote the new relationship with HWP on the storage deal. 3. If each rep would deliver, let say 1 large customer, 2 median customers, 5 small customers on the first year. 4. Large customer would use 50 to 100 switches. Median customers would use 20 to 50 switches. Small customers would use 5 to 20 switches. 5. Half of the switches are going to be 8 ports, the other half are 16 ports. You see where I am going with this? You need to make assumptions. My scenario is probably too optimistic but it is not improbable. You can make you own judgement on the rest of the signed OEMs on what kind of customers they will deliver and how many. Like I said before, some OEM will surprise on the upside, some will disappoint. Time will tell. The run rate I speculate on was my educated guess without adding up every possible switches they are going to sell.