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

To: w2j2 who wrote (15571)	4/6/1998 6:36:00 PM
From: Craig Stevenson	Respond to of 29386

Walter, I've still got faith in the company, but lately it is more because of the overall Fibre Channel market. Ancor's storage focus might well be cause for celebration later this year, but the lack of OEM announcements so far this year could also indicate that the Fibre Channel shipping schedules are slipping slightly. That could push out the revenue ramp farther than we thought. I'd sure like to see a good sharp market correction before we get significant news. Then, any upturn in ANCR would be more sustainable. Craig