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

To: Patrick A. Kelly who wrote (15929)	4/28/1998 3:06:00 PM
From: Alan Aronoff	Respond to of 29386

Patrick, IMHO It's not the earnings that really matter. It's the revenue growth and the margins. Kinnard may be conservatively estimating the cost associated with significant ramping of production. Or maybe it is a little more bearish on the Ancor story. Kinnard does have a hold rating on ANCR (in the $5s) so it hasn't exactly stuck its neck out. I also believe it is virtually impossible to build one accurate earnings model for a company in its early growth stage. The Hendrickson regime has successfully managed Street expectations, deflating them quickly when necessary. Hopefully we have a case of underpromise, overdeliver.