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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: Andrew who wrote (11976)	10/30/1997 8:34:00 AM
From: John E. Mansfield	Read Replies (1) of 29386

The Good: Revenue is up; sales pipe looks promising; R&D expenditures did not balloon with the MK II delivery; if you remove the one time charge of 900K from CSG, the margins are a respectable 51%. Evden with a bad Q4 ($3M) operating capital should hold them over well into '98. The Bad: With numbers like these and doubts about cash-flow, I would hope for a stronger announcement or two in the sales front. It appears we are caught in the middle of a product lifecyle migration between the class 1 switch and the MK II. Did Ken imply or state that Q4 could look worse from a revenue perspective?

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