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

To: Craig Stevenson who wrote (13809)	1/22/1998 2:24:00 PM
From: iceburg	Read Replies (1) \| Respond to of 29386

Craig, LOL! P.R. Newswire: Craig Stevenson initiates coverage on "Joe 6 pack" with a Laggard rating... :-) Steve.

To: Craig Stevenson who wrote (13809)	1/22/1998 2:41:00 PM
From: Kelly Igou	Read Replies (1) \| Respond to of 29386

<< "laggards" >> Or "dullards?" (LOL)

To: Craig Stevenson who wrote (13809)	1/22/1998 5:34:00 PM
From: Patrick Sharkey	Respond to of 29386

If I am not mistaken I believe that TASC was just acquired by Litton Industries. If I am accurate, what is good for TASC is good for Litton, is good for. . . .those that do business with TASC/Litton through supply of parts, including switches, if switches are needed for this new contract.

To: Craig Stevenson who wrote (13809)	1/22/1998 5:46:00 PM
From: Neil S	Read Replies (1) \| Respond to of 29386

Craig- Leading [Vs Laggard] Market Indicators ? From Emulex Q2 Results: Message 3234112 <<The fibre channel sector continued to drive the improved profitability of the company during the second quarter," stated Paul F. Folino, president and chief executive officer. "Revenue from our flagship LightPulse(TM) fibre channel product line more than doubled from the same quarter last year.>> <<Propelled by rising shipments of Emulex LightPulse fibre channel adapters, gross margin improved from 37% in the second quarter of last year to 44% in the December quarter just ended.>> <<Emulex has also reached agreement with IBM Corp. on a new OEM relationship which will encompass providing fibre channel connectivity solutions for IBM operating groups. Early in the second quarter, Emulex had disclosed two additional fibre channel OEM agreements with Digital Equipment Corp. and Groupe Bull.>> <<Although many of the company's fibre channel OEM customers remain in the development stage, several are positioned to commence production shipments of fibre channel-based systems over the next several quarters.>> Neil