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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: Roger Arquilla who wrote (12681)11/28/1997 2:17:00 AM
From: Alan Aronoff  Read Replies (1) of 29386
 
Roger,

I think within eight months we'll have a good idea of how big a winner Ancor will be long term. It appears there will be a slew of OEM deals being announced over the first half of '98.

no deals = dead company
many deals = I can eat out every night of the week

The type of new financing Ancor receives will also give us valuable insight.

Reg D with heavy dilution = dead company
Equity stake by a large company = mmmm...pass the grey poupon
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