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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: Pigboy who wrote (19593)12/1/1998 11:21:00 PM
From: iceburg  Read Replies (1) of 29386
 
pigboy,

Unfortunately I didn't wait as long as I should have to sell NAVR. I am playing VVTV now to satisfy my gambling cravings. <g>

As far as ANCR goes, they are way better off now than they were when we were speculating about SUNW and HWP. The $9 we hit then equates to roughly $4.50 now givin the 50% dillution we have suffered. Unlike then, I believe this time around ANCR really does have the right product and unlike then I think the market is really ready for mass adoption of the technology.

I think ANCR is worth more than $4.50 presently, maybe a lot more.

Fang - I for one have not been talking now because we have talked before and been wrong, it is time to let Ancor do the talking. Heck, I'd like to hear yelling. Another point to consider is that the SI board members used to hold a significant percentage of the float. This is no longer true. It is in the hands of the institutions now. The question I ask is - do you think there is going to be FC mania on wall street and if so - when?

I also really believe that if/when Brocade goes public, ANCR will be in double digits. It would not look good to have a peer with a $100M market cap. Heck the Brocade VCs will probably personally see to it that ANCR screams up.

As far as gleaning info from inside ANCR - they are not talking. But they are exuding confidence far exceeding that of even the last CC. I am buying, not selling.

Steve
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