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

To: iceburg who wrote (13510)	1/6/1998 8:46:00 PM
From: trendmastr	Read Replies (2) \| Respond to of 29386

steve: you said: "This yields 330M in actual switch maker sales. I will concede 10% Ancor share in Q1, but I believe (hope) they will achieve >30% share by the end of the year. For sake of argument I will guess Ancor gets an overall market of 20% for the year - 66M in sales and ramping fast" How long would it take our little company to make, or rather have made for them, that many$$$$ worth of product? tm p.s. - nice profile page...but given the current mortality rates on the slopes, please stay off them so that you can live to see the $66 million in sales.

To: iceburg who wrote (13510)	1/7/1998 3:39:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 29386

iceberg, your numbers are a bit "exuberant" for 1998. The latest Kinnard revenue numbers I saw totalled $20.5 million for 1998 . These numbers were developed by Frank McEvoy and he reviewed them with Ancor mgmt before he published on 11/3/97. The latest quarterly revenue breakdown for 1998 that I have seen is as follows: Q1- $2.7 M Q2 - 3.3 M Q3 - 6.0 M Q4 - 8.5 M If there is any upside to these estimates, Mgmt certainly isn't revealing it to Kinnard. I think it's wise to keep the "Street" expectations as low as possible given Ancor's history.