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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: Kerry Lee who wrote (10590)	11/4/1997 7:57:00 AM
From: Eleleth	Read Replies (1) of 29386

Kerry: Was just reading your post of Sept 30. I was wondering if, in light of Q3 conference call, you could commment. <<6.FACT: Ancor is on track for a RECORD quarter ( Q3 ) in terms of revenues and Management has already told Kinnard that they will likely beat Kinnard's previous estimate of $3.5 million for Q3.>> Why do you think that management, now renowned for their understatement, would have ventured such prediction? <<SPECULATION #1: The new/improved Ancor managment team will provide the ladership, the strategy , the resources and the proper execution to leverage their proven and new technology (eg.new Gigworks MKII switch) to deliver at least a doubling of revenues in 1997 and successfully close at least 3-4 of the 6-12 OEM opportunities which will ramp in 1998.>> Do you still see a doubling of revenues and a closing of the 3-4 OEMs given Ken's caveats about Q4? Would/could these OEMs close and not be announced due to NDAs? Thanks, E

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