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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: janski who wrote (15554)4/6/1998 9:03:00 AM
From: Craig Stevenson  Read Replies (1) of 29386
 
Janski,

As you said, these concerns were true a few months ago, but that was before the MKII was able to go head-to-head with the competition, and before it was available for PRODUCTION shipments. A number of prior contract losses were blamed on a combination of these factors. In my opinion, that no longer qualifies as a valid excuse.

Frankly, the fact that we do appear to be waiting for the big score concerns me too. I would MUCH rather have seen the revenue/earnings numbers grow through a broadening of the customer base and the generation of REPEAT ORDERS. Then, bring in the home run OEM. With Japan's recent troubles, I can't see Hucom generating the kind of revenue for Ancor that they did last year.

Craig
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