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


To: Dean Wilson who wrote (15990)4/29/1998 8:59:00 PM
From: Craig Stevenson  Read Replies (2) | Respond to of 29386
 
Dean,

<<a. Ancor and NTT working (or not working) together on product development

b. OEM test bed revenue recognition>>

They were kind of vague on the Ancor/NTT relationship, but I got the impression that Ancor's involvement was over, the product exists, and it is up to NTT to actually do something with it. (Under NDA, they couldn't say much, and I'm reading between the lines to get this much.)

I believe that Ancor is handling test bed revenue correctly. Some OEMs purchase the product outright, and those revenues are recognized when they occur. Other OEMs want loaner equipment, and Ancor is NOT recognizing those as revenue.

Craig