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

To: Patrick Sharkey who wrote (25890)	2/1/2000 3:44:00 PM
From: Craig Stevenson	Respond to of 29386

Pat, I didn't forget about Boeing, but I hadn't seen where a number had been given. I believe it was stated that the Boeing order impacted margins positively, but that could be because the product had been written off. Ancor's fortunes presently rest with MTI, Sun, and Hitachi. However, that could change shortly. We still have a few players who haven't announced. Everyone seems to be upset when I bring up the Sun warrants. I don't happen to like them, but that's just me. Bringing another high-volume OEM on line would go a long way towards mitigating the impact of those warrants. (It could even be a tax advantage.) Craig