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

To: Lhn5 who wrote (17334)	7/23/1998 9:31:00 PM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Yes, I learned today that the prior emphasis on the LAN, including Boeing, Litton, Geo, etc., and IBM Global Systems, was in Ancor's past and not in Ancor's future, that Ancor was writing off $4 million inventory, that the second half of 1998 would not involve any kind of ramp for the SAN, that not a single MKII has been shipped and recorded as revenue, that the MKII announcement in mid-Summer 1997 was really of a prototype which required re-engineering and the write off of early-MKII equipement (as part of the $4 million). Yes, while I remain long in this stock I learned quite a bit today -- were you aware of all of the foregoing before today and, if so, how did you learn it?