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

To: Eleder2020 who wrote (19780)	12/15/1998 11:32:00 AM
From: Roger Arquilla	Read Replies (3) \| Respond to of 29386

In having finally seen the 3 letters we have all been waiting for...OEM...what is holding the price from really taking off? Lack of a dollar amount attached to the contract? More bond conversions? Selling from those who bought below 4? Perhaps a mix of all of these. Nice to see positive news...but it still seems like there is an uphill climb to break out of these lower single digits.

To: Eleder2020 who wrote (19780)	12/15/1998 2:22:00 PM
From: blake_paterson	Respond to of 29386

Ed, re: <<Whether they can expand the business to that level while focusing on the short term survival is probably a tough question to answer.>> In a nutshell, you've stated the fundamental challenge which faces all start-ups. To use Geoff Moore's terminology, one can describe this dilemna as "crossing the chasm." It's not whether an organization can afford to do it, because they must. Without it, they are dead. I learned that very expensive lesson this past year with my own company. Regards, BP