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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: peter grossman who wrote (12159)	11/2/1997 4:36:00 PM
From: Pigboy	Read Replies (2) of 29386

<< 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. >> Peter, I believe that oem deals are/would be announced a little while (anywhere from 2 to 7 months) before meaningful revenues come in. An oem deal wouldn't be announced in June and then have meaningful revenues ship the very next month. When Ken says that he believes that meaningful revenues will come from the storage side of their equation second half '98, I believe that if there are oem/s, they will be announced anywhere from january to early summer. I believe Kerry means 'announced' and Ken means 'ship in meaningful quantities.' Big difference. ALL IMHO pigboy

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