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

To: David Andersen who wrote (20709)	2/11/1999 10:35:00 AM
From: Lhn5	Read Replies (1) \| Respond to of 29386

1) Kerry, regarding Ken H. response regarding oems, I am pretty sure he said "VERY disappointed" if they don't get 1/3 to 1/2. That struck a nerve with me because that was the exact wording Steve S. used about 9 months ago when asked if he would be shocked if there were no oem announcement by the end of 1998 (sorry i orignally typed 1999 here mistakenly). That pretty much worked out OK-) 2) Regarding trading the morning, don't make youur read of the entire organized investment community by the action of a couple hours. Clearly some people were still hoping for a tier 1 annuncement this morning. Only compulsive and impatient SI people would buy this am before any of that disappointment is played out.