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

To: Eleder2020 who wrote (16012)	4/30/1998 2:33:00 AM
From: Pigboy	Read Replies (1) \| Respond to of 29386

Thanks Eleder, << 1)When asked about the possibility of leveraging IBM/ISG into a possible OEM Ken was emphatic and said "Absolutely". I took that to mean that Ancor is now in the ballgame with IBM and maybe with an edge. >> Sorry to be so picky, Ed, but I believe that your statement is a little misleading. I believe Ancor stated that as far as leveraging their ISG stuff "into additional areas" Ancor (Ken?) said, 'Absolutely.' There was not a mention of 'oem' in that sentence, I believe. << 2)When asked about the $1mil that was pushed out to April Ken did say that it was not the total revenues for April. >> I'm not sure of this either. :-/ I think all Ancor said was that $1 mill. shifted into April. I am not positive this is on top of anything. << 3)Ancor happy with the way Bull relationship was beginning to develop. >> I don't understand this 'beginning' exactly? Thanks for your thoughts again, all imho pigboy

To: Eleder2020 who wrote (16012)	4/30/1998 10:19:00 AM
From: Mike Fredericks	Respond to of 29386

2)When asked about the $1mil that was pushed out to April Ken did say that it was not the total revenues for April. I still get antsy whenever they say, in a CC, that the first month of the current quarter has brought in X revenue. Last time they did that was when they had that $3MM quarter when they sold that much to Hucom and Boeing in one month. And then did nothing the rest of the quarter :-(. fingers still crossed -Mike