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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: Nimbus who wrote (12136)	11/1/1997 3:30:00 PM
From: Nine_USA	Read Replies (1) of 29386

techstocks.com This is a link to a chart of Ancor and 6 storage and server stocks. The 90 day time frame covers June 25 thru Oct 31, and is the best fit Silicon Investor offers to charting 3rd quarter prices. The chart suggests that macro industry factors affected these storage and server firms in very similar fashion: strongly positive thru the first 6 weeks strongly negative thru the final 6 weeks I am not ready to lay the lack of significant signed Ancor contracts during the third quarter to mediocre management or marketing in view of the fact that the companies displayed are representative of many of Ancor's best potential customers. The total capital investment in new products involving or dependant on fibre channel in 1998 and 1999, appears to be hundreds of millions (could be more). I am happy to hold ANCR, focussing on Oct 31, 1998 and 1999.

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