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

To: w2j2 who wrote (18932)	10/29/1998 10:16:00 AM
From: Patrick Sharkey	Read Replies (1) \| Respond to of 29386

Walter, this morning I sent a long message to KJ in response to one aspect of a KJ posting indicating that Cal Nelson said during the conference call that the Inrange transaction required a new design, and not a new invention. That message was sent because I have concluded that the Inrange deal, which involves revenue received far ahead of when it can be booked (for reasons not yet disclosed by Ancor) was really a research project, i.e., a first-cousin to the Sequent deal which involved a commitment to do business if the product could be developed. What is your take on Inrange? Pat