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

To: peter grossman who wrote (12159)	11/2/1997 4:36:00 PM
From: Pigboy	Read Replies (2) \| Respond to of 29386

<< When Kerry says OEM deals are 2-3 months off, but the company says 6-9, as you say, there are major potential consequences that are appropriately put right into the stock price. >> Peter, I believe that oem deals are/would be announced a little while (anywhere from 2 to 7 months) before meaningful revenues come in. An oem deal wouldn't be announced in June and then have meaningful revenues ship the very next month. When Ken says that he believes that meaningful revenues will come from the storage side of their equation second half '98, I believe that if there are oem/s, they will be announced anywhere from january to early summer. I believe Kerry means 'announced' and Ken means 'ship in meaningful quantities.' Big difference. ALL IMHO pigboy

To: peter grossman who wrote (12159)	11/3/1997 12:21:00 PM
From: Kelly Igou	Read Replies (2) \| Respond to of 29386

Peter, you said "The only good news I gleaned from the quarterly report is that the liklihood of positive surprises now outweighs the liklihood of negative -- I think." Your thinking partially mirrors my own. I believe they're trying to position the stock for consistent positive surprises going forward. This is unfortunate for short-term shareholders, but very beneficial for long-termers. Another theory of mine says that large investors stay away from stocks which are excessively volatile - like this one. So, in my mind, anything that removes volatility would be positive, and it sounds like that's what a lot of their remarks were designed to do. By the way, I would be very impressed if I found out Snyder was revising the internal accounting procedures with respect to how and when revenue was recognized. He may be manipulating things to "even out" the revenue peaks and valleys... Just some idle speculation on my part...