Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KJ. Moy who wrote (12135)	11/1/1997 6:43:00 PM
From: Jay Quinty	Read Replies (1) \| Respond to of 29386

K.J. My only comment is that if they're planning on doing any serious ramping for an OEM contract, when it comes, they'll definitely need more cash. Of course, that cash will come much easier if there's a specific need, such as a huge OEM shipment. And who knows when that OEM deal will come. From the sounds of things, it may be 6 months or so. The other thing I'll say is that ANCR has been burning cash at about a rate of roughly $2M or so per quarter for quite some time, so unless something changes drastically, it will continue. Jay