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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: George Dawson who wrote (12150)	11/2/1997 2:27:00 PM
From: peter grossman	Read Replies (2) of 29386

You're smelling the same coffee I'm smelling. There's a big difference between making and losing money, and how much - - because of the position it puts you in in the race. When Kerry says OEM deals are 2-3 months off, but the company says 6-9, as you say, there are major potential consequences that are appropriately put right into the stock price. The only good news I gleaned from the quarterly report is that the liklihood of positive surprises now outweighs the liklihood of negative -- I think.

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