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

To: Kelly Igou who wrote (18870)	10/28/1998 9:58:00 AM
From: Patrick Sharkey	Respond to of 29386

That's exactly the point -- what is it about the Inrange deal that does not permit Ancor to recognize the revenue received. Is it that no product has shipped from Ancor to Inrange? More importantly, does Ancor get to keep all of the cash even if Inrange fails miserably with its product and cannot use everything that it talked about purchasing from Ancor? What are the margins on Inrange, and did we take a bath on the margins to get the deal? Are the warrants only the tip of the iceburg? While I remain optimistic, I do think that these details are important -- to the extent that we are concluding that the Inrange purchase/contract reflects "market" acceptance of MKII. Pat