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

To: Roger Arquilla who wrote (20694)	2/11/1999 8:39:00 AM
From: klinetime	Respond to of 29386

Was the estimate -.13?

To: Roger Arquilla who wrote (20694)	2/11/1999 8:41:00 AM
From: Kerry Lee	Read Replies (2) \| Respond to of 29386

Are you referring to the Investment community or the Daytrading community? When was the last time you saw ANCR achieve this level of revenue/sales growth, gross margin ( 60% )and cash ( $7.4 Million )?? I expect an extremely positive conference call while at the same time, Hendrickson will probably sandbag to keep the bar of expectations on an even keel. We shall see..

To: Roger Arquilla who wrote (20694)	2/11/1999 9:52:00 AM
From: Kelly Igou	Read Replies (2) \| Respond to of 29386

Nothing to excite the investment community? HUH? How about: 1) Cash flow from Inrange deal alone eliminates previous financial uncertainty and eliminates future "going concern" statements from auditors. This will allow ANCR to be perceived as legitimate in the marketplace and reduces/eliminates the ability of their competition to negative-sell based on this. 2) Validation of ANCR product engineering/design/packaging, as evidenced by the recent OEM signings, and no doubt, lots more to come, including the really big hitter tier-one OEMs? 3) Cleanup of A/R outstanding from the old HUCOM debacle? 4) Evidence that current product is shipping at greater than expected levels, boding well for future revenues/earnings... Geez - what would it take (in your opinion) to excite the investment community?