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

To: Slapshot who wrote (22439)	6/6/1999 10:24:00 AM
From: RJP	Read Replies (1) \| Respond to of 29386

Could you clear up a little confusion I have regarding Ancor's technology/investment agreement with IBM? If you can't answer some of these questions I understand. Do you expect IBM (any division of) to outsource a FC switch for their product needs or would they use Ancor's technology and build their own? It is my understanding they had access to and could use Ancor's FC technology for their own R&D. Some time ago there was a discussion on this thread that each of IBM's divisions could potentially OEM a FC switch from a different vendor instead of one source. What are the chances this will happen? Do you think IBM's original investment in Ancor will be a deciding factor? I am glad you are able to share in Ancor's current success. Sometimes life is being at the right time and the right place ..... Regards, RJP

To: Slapshot who wrote (22439)	10/18/1999 11:07:00 AM
From: Patrick A. Kelly	Respond to of 29386

Slapshot, I was reviewing your post from June 5, and am curious as to whether or not you still agree with the time line you predicted back then: "I look forward to the revenue from the announced contracts and expect the third quarter to be good and the fourth to be incredible." I thought Ken was sending the message in his Tribune interview that expected sales are continuing to be pushed into future quarters. He seemed to imply that "we" are running about one quarter behind projections and predictions from past conference calls and the annual meeting. I appreciate your unique vantage point and would like to know if you are interested in revising or reiterating your June opinion. Assuming that you are keeping an eye on the screen today, I hope you have a chance to respond prior to the CC this pm. Thanks in advance! Pat