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

To: R Verchota who wrote (20701)	2/11/1999 9:40:00 AM
From: Kelly Igou	Read Replies (2) \| Respond to of 29386

"Future's so bright, I gotta wear shades..." How appropriate! I've never felt better about this stock than I do right now. Can't wait for the con call replay. Can someone post the replay number? thanks.

To: R Verchota who wrote (20701)	2/11/1999 10:09:00 AM
From: Kerry Lee	Respond to of 29386

Some quotes/notes I scribbled down from the Conference Call( may not be exact verbatim words as I was listening/writing at the same time): Ken Hendrickson: " ..also looking forward to additional OEM wins" .."I'm confident we will win a respectable share of these accounts" .."looking ahead, we are feeling very very good about our prospects for 1999".. -Cal Nelson in response to question on future potential Boeing business, replied that there is more potential business in 1999 from Boeing AWACS in the neighborhood of the same to double the first order, ie $2 - 4 million incremental revenue potential ( no guarantees ). - new people on the call, including a fund manager who attended Morgan Keegan conference ( Global Financial )and Needham. -Morgan Keegan conference very well attended..over 200 people in Ancor presentation which was standing room only. - company said they were getting alot of analyst interest and that some big news will probably precipitate more coverage - in response to Tom Dux question about full Nasdaq listing application, Steve Snyder replied it was "under review" - company needs $7-8 million/quarter to breakeven at gross margin in low 40's. -Clint Morrison of Kinnard asked to quantify who/number of potential OEMs and Ken H replied the OEMs were the major computer companies, storage companies and RAID companies ..they numbered anywhere between 15-30 OEMs and that " I will be disappointed if we don't win between 1/3 to 1/2" in response to Clint question on expectations of wins.