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

To: doc who wrote (21574)	4/28/1999 11:56:00 AM
From: jim g.	Respond to of 29386

They were talking about expenses, Steve suggested that their expenses would remain at between 3 to 3 1/2 million per quarter. I was struck by a couple of things they said on this call. One the infancy of the fibre channel market was brought home again, and he did predict growth but said it would be slow but steady. Also as basically a supplier, Ancor depends on not only signing contracts but also on the success of these customers in the marketplace. Since, eventually, the big players dominate any technical field the success of Ancor probably depends on signing the bigger oems to contracts. They have quite a way to go just to reach breakeven.