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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: Huei-Sheng Kao who wrote (23977)	9/7/1999 1:51:00 PM
From: Patrick Sharkey	Respond to of 29386

No shipments or revenue recognition yet from the SUN agreement, that's all. It is difficult for Ancor to compete, stock pricewise, when its' customers are not taking product. Remember, if one takes the 72% of the $20 million in revenue Brocade recognized last month with respect to Sequent, the remaining $5 million plus starts to look a lot like Ancor's run rate, and shows that "market share" for these companies is a lot closer than what Brocade and others are touting (on the other hand, the Boeing revenue would have to be deducted from Ancor to have a fair comparison). Pat