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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: Robert C. Nusbaum who wrote (25839)	1/28/2000 11:14:00 PM
From: Douglas Nordgren	Read Replies (1) of 29386

Oh. expenses. Never mind. Thanks Robert, wouldn't want to belabor a misconception further. How about this one? They drove the price down further than necessary, merely to get their larger accounts out of their short positions. I wonder if that sort of thing ever happens? I know, it's a bit hackneyed. It's clear that sequentially increasing R&D expenses will continue to consume revenue, but R&D should be taking a lower percentage of sales as sales ramp. I guess they are adopting a very conservative model for the rate of sales from a delayed/slow ramp mixed with no IB R&D payoff for 2 years. So the $14.8M from Intel just gets thrown into the soup pot? Gee, and I was thinking that the IB switch development was already bought and paid for. Just guessing too. Who knows what's in the numbers of mere mortals. Douglas

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