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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST
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To: Patrick Sharkey who wrote (14227)2/10/1998 9:40:00 PM
From: Craig Stevenson   of 29386
 
Patrick,

Although this is purely speculation, I look at the drastic reduction in the Kinnard Q4 estimates, and conclude that the analyst was guided lower, in no uncertain terms. By the same token, Q1 and Q2 estimates were raised. As someone else posted, that could mean that Litton was a pretty good chunk of change, or that Ancor expects additional incremental revenues from somewhere else.

Craig
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