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

To: Patrick Sharkey who wrote (15943)	4/29/1998 8:31:00 AM
From: Mike Fredericks	Read Replies (1) \| Respond to of 29386

From my vantage point, the repeat business from IBM Global for switch(s) and the increase in Hucom business are major pluses I understand that you could view the Hucom business as an "increase," but it's a dropoff from previous levels of ordering (good because we all wondered whether they would order anything at all). What bugs me is that there really was nothing new in that press release, except the detail that they shipped $1MM in April that they had expected to ship in the first quarter. So basically 2Q must be better than 1Q. But no new customers added, just some vagueries about how they are trying to capture market share. Unless they come up with something good for the conference call, I'm not too optimistic about the stock price for the next 3 months. They need to sell switches, and they aren't really doing it. Also - any way of knowing how much of their 1Q revenues came from the MKII? -Mike (not selling, but not happy)