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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: craig crawford who wrote (11470)	10/17/1997 3:31:00 AM
From: Eleder2020	of 29386

>>> I assume that SQNT thoroughly tested ANCR's switch and found nothing wrong with it.<<< Wrong assumption.Nothing wrong with switch but it had not been thoroughly tested with Numa Q. >>>How do we know that there weren't problems with FC products shipped this quarter? Maybe ANCR will be resciniding it's contract with Hucom because of some interoperability issues. <<< Maybe Ancor is runnig a floating crap game in the executive offices to fund R&D and how do we know that the MK II actually isn't just an empty box with lights and whistles. 1)Hucom extended the ANCR contract. 2)Sequent interopability problem was NUMAQ specific involving products from 3 companies.Why might not that type of public spanking not happen again. Figure it out!!! 3) Seems like Ancor also took a charge for future returns on products as not to effect the future bottom line. Every company has a certain ammount of return product for a variety of reasons. But why let the facts get in the way Craig. I guess it makes for a good light and whistle show :sort of like your posts this evening to George or maybe like one of those empty boxes sitting waiting to be sold to Ancor customers. Ed P.S. Were you able to save you and your clients from Coherents 12 point slide or are you still long a stock you think is fundamentally sound.Prices go down and sometimes they go up. Such is life.

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