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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: Craig Stevenson who wrote (15722)4/13/1998 11:08:00 AM
From: Mark J. Hardie  Read Replies (1) of 29386
 
The "hockey stick-like revenue ramp" that was discussed in the previous conference call has been bothering me for some time now.

I've been trying to figure out if that was just hype or not. I didn't think it was because this regime has a different feel to it than the last one (but you never can just assume that manangement is being straight with you).

I have been secretly hoping that there was some basis for making that comment because if there isn't, I'm sure that we will be seeing even more lawsuits. Could this IBM article be a piece of the puzzle? There just seems to be so much behind-the-scenes NDA-type activity with this company...how the heck are you supposed to determine what it is worth?

Mark
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