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Technology Stocks : The New QLogic (ANCR)
QLGC 16.070.0%Aug 24 5:00 PM EST

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To: KJ. Moy who wrote (24179)9/23/1999 10:53:00 AM
From: ShamukE  Read Replies (1) of 29386
 
A competitors wishful thinking should not be so much of a concern. When the next quarterly report comes out BRCD is going to either please the Street or disappoint the Street. At that time the so called s**t will hit the fan. It will be then that reality will set in. Remember, a load of insiders is holding a significant amount of stock. Many of these people have intentions of dumping the shares and taking the cash. Could it be that management is intent on keeping the price up in order to keep the insiders happy? Once number time comes about it is going to be "fish or cut bait". No amount of publicity is going to counteract the effects of the reported numbers. If ANCR's numbers show that they're the one, you can be assured that the stock price will reflect that. If BRCD's numbers show that all of the PR was justified then ANCR will remain an also ran. Time will pass quickly. No matter what you or I say is going to change the market.

If you feel that my thinking is incorrect, please let me know some of your ideas.

tia
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