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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 (20694)2/11/1999 9:52:00 AM
From: Kelly Igou  Read Replies (2) of 29386
 
Nothing to excite the investment community? HUH?

How about:

1) Cash flow from Inrange deal alone eliminates previous financial uncertainty and eliminates future "going concern" statements from auditors. This will allow ANCR to be perceived as legitimate in the marketplace and reduces/eliminates the ability of their competition to negative-sell based on this.

2) Validation of ANCR product engineering/design/packaging, as evidenced by the recent OEM signings, and no doubt, lots more to come, including the really big hitter tier-one OEMs?

3) Cleanup of A/R outstanding from the old HUCOM debacle?

4) Evidence that current product is shipping at greater than expected levels, boding well for future revenues/earnings...

Geez - what would it take (in your opinion) to excite the investment community?
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