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

To: Kerry Lee who wrote (11964)	10/30/1997 1:35:00 AM
From: Jay Quinty	Respond to of 29386

Kerry, <<FWIW, I think the SI "whisper numbers' on revenues are far too high and I think the number will be somewhere between $3 and $4 million. How's that for sticking my neck out <g>? >> No doubt we here at SI central are always too high with our numbers. Maybe our expectations are still a little too high for the company and the technology. The market hasn't caught up with the technology just yet. I think '98 will be the year, though. If we take the SI concensus of 4.39 and discount it 26%, which is how much overly optimistic we were last quarter, we get $3.21M in sales. And if we do the same for the EPS, we come up with -0.11. So the discounted numbers come in at 3.21 and (0.11). I personally would be disappointed with that number, barring any other exceptional news, but anything can happen. Unfortunately, ANCR has a habbit of underperforming. We'll have to wait a few more hours and see :) TTFN, Jay BTW, nice "non-commital" stab at the EPS.<g> Somehow I figured you'd stand aside from committing yourself, due to past instances of getting flamed for being an ANCR promoter.