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


To: Alan Bershtein who wrote (20757)2/12/1999 12:28:00 AM
From: eric sahlin  Respond to of 29386
 
All: Say the current run rate is 3 million per quarter or 12 million per year...By how much are these expenses going to increase (% wise) as Ancor ramps to 35 million in 1999 (could use the same percentage of sales...but then expenses seem a little high)?

Does anyone have a good hold on the amount of capital expenditures required for ANCR to achieve their growth rate? Since ANCR outsources manufacturing doesn't look like they will need too terribly much.

Trying to put together a valuation model on ANCR...alot of estimates required...so any comments will help.

Thanks
Eric