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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

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To: Lhn5 who wrote (21570)	4/28/1999 11:00:00 AM
From: R Verchota	Read Replies (2) of 29386

To All: Comments on the CC Maybe I'm thinking too much as a lawyer and not like an investor but here goes: Ken was asked whether ANCR was shipping to any unannounced OEM's He said that it would not be appropriate to answer that under NDA's If he was not, there would be no NDA restricting his statements. Ken was asked how many Tier 1 OEM's have not signed agreements for switches. He responded that he could not answer about "signed" but most have not "announced." Some are quick, and some seem to drag on forever. Combine this with the above and it sure sounded to me that he was not happy about the inability to announce a tier 1 oem that was signed some time ago. I understood him to say that 1st qtr included no revenue from Boeing, but 2nd quarter should include all or almost all of the follow-on order. My take on lack of stock price reaction to HDS deal. The deal was announced monday. With the CC scheduled for this am, I would not have put a great deal of additional $ at risk before hearing what they had to say. I expect the true reaction to the HDS win to begin within the next week. Also positive, Ken expects fibre channel to play a big role in internet data storage - (MTI/DLCK)which he regards this as a "bonus" and Ilab ($100M) is a huge endorsement for the future of fibre channel and ANCR expects to be very involved. My take, very positive from the fundamental aspects and progress. The only negative (for the very short term) was the conservative tone and the general market conditions that cause money to be impatient. All of this in my opinion only and I'd be interested in other's opinions of the call. Bob V. (Very long ANCR for very long)

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