The New QLogic (ANCR) Message Board

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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: Ken Richard who wrote (22214)	6/2/1999 7:44:00 AM
From: Starowl	Read Replies (1) of 29386

Ken: Agree with your views on FC/SAN. And it is very difficult to separate the wheat from the chaff on the Yahoo threads. My guiding principle in reading those threads is to doubt anyone claiming special, inside knowledge about a company. Although I don't discount that possibility, one has to consider the integrity (and the access) of an employee reporting directly or indirectly about the business. The rats who do that usually are disgruntled and report only negative news. At least that's what I think. Regarding ANCR, I am betting on it to ride the FC/SAN wave and have taken a position in the company and in INPH. I am very familiar with daily fluctuations, as a long time holder of Adaptec. It suffered greatly for a year, consolidated after refocusing its business and returning to profit growth, and recently has jumped from the low 20s to the low 30s. Starowl

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