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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: ronald rollins who wrote (14531)	2/19/1998 5:15:00 PM
From: nic	Read Replies (1) of 29386

I've just listened to the conf call... some near-quotes regarding the "production unit" question: ---- "We're definitely shipping production." "To OEMs?" (pause) "Yes, to OEMs." [I consider the pause significant - it really sounded to me like one of those "am I allowed to say that?" pauses. It could mean that these are not just evaluation units.] ---- "The IBM deal, is that the new switch?" "No" "Can you tell me who is getting the Mark IIs then?" "We're mostly dealing with the storage OEMs there" ---- "We're shipping production units... that doesn't mean our customers are taking them all the way to the end user yet." - nic

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