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

To: jad who wrote (17284)	7/23/1998 9:47:00 AM
From: Craig Stevenson	Read Replies (2) \| Respond to of 29386

Joe, <<Was there anything POSITIVE in the CC?>> Yes, a little. The adapter and hub companies, like Qlogic, Emulex, Interphase, etc. are reporting good Fibre Channel sales. Eventually, that should translate into the need for switches. The only other positive thing I can think of is that there is a TON of bad news factored into the stock price. They virtually said not to expect much for the rest of the year. If Japan turns around, and Ancor can sign a big OEM, things could look a lot different in 1999. Of course, we said that in 1998, 1997, 1996, well you get the idea. Craig