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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: Elroy Jetson who wrote (11667)10/22/1997 10:09:00 AM
From: Craig Stevenson  Read Replies (1) of 29386
 
Elroy,

<<So why is Ancor up 7% today? Just a small boat riding the rising tide of tech prices or do they still have a strong competetive position.

I'd imagine they can still sell products even if there are companies who have worked around their patents. But this stock is new to me so I don't know.>>

Don't take the tone of my "discussions" with Craig Crawford too seriously. Both of us like a good debate, and neither of us likes to lose. <g>

Ancor has been, and still is a speculative investment. I believe that the potential is great, but the risk is also great. Based on the information that I have been able to gather, I think Ancor's switch is better than the competition's, including Brocade and Arcxel. Of the two, Arcxel is the only company other than Ancor to claim Class 1 capability. We don't know much about them because they are relatively new. Brocade is a potent competitor in the Class 2/3 area.

I do not know the reason for the recent upturn, other than it APPEARS as if most of the Reg-D selling (or whatever it was) has dried up. We are also approaching earnings, which are due out on or around the 29th.

If you read through the posts here, you will get a pretty good sampling of the pros and cons surrounding Ancor. As always, do your own due diligence.

Craig
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