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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: Alan Aronoff who wrote (14225)2/10/1998 4:54:00 PM
From: Pigboy  Read Replies (2) of 29386
 
Alan,

Seems like Compaq sure likes themselves after reading your Url. :-)

It is kind of strange that we seemed to have been able to urk up and sustain 7.5 on average to low volume. Craig, would it be fair to say the stock seems to perform better after the Conference Calls of the past when it looked like the Next quarter (ie. Q1 1998 here) looked more promising than the last? Seems, like Ed said, that there seems to be less risk in ANCR bc there is an assumption that although 4Q stunk gigantic squirrel remnants, the next quarter (Q1) promises to be much better and thats a big relief. Especially with the supposed storage ramp up (the good 1Q I assume has nothing to do with storage) for the second half of the year.

and I agree with craig, margin is pretty scary with a stock like ancr.
all imho
pigboy
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