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

To: Kerry Lee who wrote (20696)	2/11/1999 8:44:00 AM
From: Patrick Sharkey	Respond to of 29386

Kerry, that focus on cash, plus the forthcoming payments from the Inrange transaction puts operating capital issues to rest for the foreseeable future. Those margins sure do look good. As to the margins, however, I wonder how much of that was influenced by the recovery on the former Hucom debt, and whether any costs were associated with that receipt of cash.

To: Kerry Lee who wrote (20696)	2/11/1999 9:14:00 AM
From: Eleder2020	Read Replies (2) \| Respond to of 29386

>>When was the last time you saw ANCR achieve this level of revenue/sales growth, gross margin ( 60% )and cash ( $7.4 Million )??<< Not to mention they have gotten their act together on accounts receivable which has always been a problem. Having Boeing and Inrange paying the bills on time doesn't hurt. The number I like is that R&D is still about 40-45% of operating expenses. Ancor spending their money efficiently and aggressively as we ramp up revenues and with gross margins what they are it is not going to take alot to start making money. I thought the numbers looked quite encouraging. I'm excited. Ed