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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (61426)	6/4/1999 5:20:00 PM
From: GuinnessGuy	Read Replies (1) of 132070

Mike, There may still be some hope. -g- The sector is now being noticed. The BIG money isn't even here yet although I sense that someone big is starting to accumulate(they had a meeting with FIDO recently). But since you are a value investor who doesn't trust looking too far into the future, I would imagine that you think this thing is overpriced. I might agree with you there when I put my 'value' sunglasses on, but this is a new market and I think that investors will flock to it in unrealistic droves when the knowledge of it saturates main street. This will be good for Ancor(and me too -g-), as it will undoubtedly provide the kind of funding which they need to combat the newly endowed enemy(Brocade). I also think that there may be more in play than Ancor's current technology. The press release about the SUNW deal practically screamed it, and a particular engineer(or so claim to be) at an OEM stated that Ancor had an awsome tech roadmap. If they can really develop something proprietary(ASIC-wise) then we are still looking at a cheap stock, IMO. Frankly, I can't believe that it didn't pull back today. Somethin's up, and I think it might be another big(even bigger deal than SUNW). We'll see.

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