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

To: George Dawson who wrote (16084)	5/2/1998 7:02:00 PM
From: janski	Respond to of 29386

You're right George, there is no tangible evidence that Boeing still has any interest in Ancor and FC switches. Last Q numbers and conference call got me depressed enough to think of looking for and posting things perhaps even remotely positive by some stretch of imagination.. but it's wearing off quick. Since it has been good nine months since the Awac's presss release with no follow up, it is probably the usual one time thing holding lots of promise and potential and.. that's it. Kinda like ATT and SUN in 95 if you remember that far, Sequent and NTT in 96, Bull in 97, etc. I thought a while back that IBM was Ancor's best chance but this connectivity device is not a switch OEM we're waiting for. Besides, I would like to see a press release and then revenues before getting too excited. I was very dissapointed about NTT comments made during the conference call. They basically said that the original relationship called for designing specs and ended at that. What may or may not be happening now is of course under the usual NDA. Well, the original press release said the two companies would jointly develop and market a device and ship it to beta sites by first Q of 98.