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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: Roger Arquilla who wrote (15942)	4/29/1998 7:41:00 AM
From: Patrick Sharkey	Read Replies (1) of 29386

From my vantage point, the repeat business from IBM Global for switch(s) and the increase in Hucom business are major pluses, as well as optimistic commentary about the storage market. I did not like to see the decrease in gross margin, and it makes me wonder what product mix is involved and whether Ancor is experiencing pricing pressures -- a development which would surprise me given where the switch/adapter market is at this point. Plenty of cash/short term investments available to continue to fund. Time to sell more switches.

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