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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: Louie Liu who wrote (21131)3/17/1999 4:52:00 PM
From: Patrick Sharkey  Read Replies (1) of 29386
 
To anyone who was on the last conference call, when KH said that future quarters would be uneven, or words to that effect, I wonder how this deal plays into the equation and Ken's expectation. Given the earlier posting concerning NStor's $35 million contract, and earlier rumors posted on this Board and Yahoo's board, don't the pieces come together nicely. Assuming that they do, this may result in very, very significant upward "uneveness" because it would appear that selection of the switch vendor is the final piece of an existing contract, well under way when the Ancor piece was announced, in contrast to earlier OEM agreements in which there is no indication of imminence of shipment.

Wishful thinking, or does this make sense to others?
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