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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 (21593)	4/29/1999 1:14:00 AM
From: Eleder2020	Read Replies (2) of 29386

Larry -Is that what you gleaned from todays conference call. You should definately consider selling. 1)4 of the 5 analysts congratulated Ancor on the quarter. 2)Switched SANs work.HDS major win because the installation at Northern Trust in Chicago(speculation by Ken on the customer/Hitachi Web Page) was a success. Started with a few switches and more were added as they went along. Ken felt it was the critical factor in the HDS win.Hitachi must be already be shipping. 3)SANs sales 1.1 million this quarter. What is the topline growth in switched Sans sales? Mmmm Mmmmm Mmmmm!!! I was elated but I guess that wasn't the consensus today. Stock 6 1/8. Oh well. 4)At least a few more quarters before they feel comfortable to make projections.It was pointed out it would be tough to see how quickly SANs develop. 5)I believe we had increased gross margins. I could be wrong here but it seemed to have increased over last quarter.Prices of switches dropping and margins increasing.What am I missing here? Serious question! 6)Next quarter-Boeing 1 million. Inrange 300K. If we can get close to matching the SANs sales it could get interesting. 7)Ancor in Japan to the tune of 100K. No one asked the question how the negotiations were going on the Hucom debt. 8)No hub development.Happy to stay a switch company. Those were my highlites. I'm sure I missed others. Ed

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