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Technology Stocks : The New QLogic (ANCR) -- Ignore unavailable to you. Want to Upgrade?

To: THOMAS GOODRICH who wrote (22574)	6/12/1999 4:05:00 PM
From: KJ. Moy	Respond to of 29386

Thomas, <<Dell is much too commodity-oriented to sell on the basis of quality. >> Totally agreed. My argument was Dell does not deserve the #2 spot from selling FC related components. No way. <<From a corporate purchasing perspective, their e-commerce solution is unparalleled and believe it or not, corporate end users typically couldn't care less about what's in the box as long it works and it's supported. >> I think you would agree that the FC industry has not developed to the point which can be easily plug and play. It requires carefully planning for any implementation. A commodity business oriented company such as Dell do not have the resource or the trust from perspective corporate customers to outsell HP, Hitachi, EMC , IBM or CPQ (yes, in that order) in FC/SAN. Dell computers may exist in many corporate Lans though. All IMHO. KJ

To: THOMAS GOODRICH who wrote (22574)	6/12/1999 4:08:00 PM
From: Westwoodguy	Read Replies (6) \| Respond to of 29386

I am sure a few of you have just cringed upon seeing this post. Yes, I am indeed that occasionally crass loudmouth from the Yahoo board. But please allow me a brief attempt to explain myself and my take on what is happening to ANCR, I will always refer to Ancor Communications in this manner, from my perspective as a day-trader with what I humbly consider to be a great deal of experience. In a nutshell there is a great deal of interest in ANCR by what I am quickly deducing to be one of two possibilities, but they are certainly not just retail orders. Far from it. I will further make an attempt over time to explain why I feel this to be true, but I know I'm already stating the obvious regarding the most aggressive accumulation I have witnessed in all my years of trading. And all this directed at a small-cap company is even more highly unusual. Figuring out just who or how many there are, while satisfying to know, is not really all that important. What is important to know as a holder in this company is that it is there. Big. You may or may not have heard about the "action" yesterday in ANCR and yes, I did indeed would like to think I had a significant role in its trading at critical moments throughout the day. It was for a good reason too. I am not trying to puff up my chest here, just take it for what it is. I want you to know that there was every attempt yesterday to "double top" ANCR at a price of 16.625, which would have been a critical moment in its immediate trading history and thus push the price back down to a new support level established over the past few days to what I am roughly calculating to be 15.625 on the upside and possibly down to its rock-solid 15 support. Why was this attempt made? To further an accumulation on the cheap is my savvy gut instinct, and I must say I not wrong all that often when it comes to trading instincts. I will also explain why I feel it was in your best interests to break this ploy. For now, it has been done. The close yesterday at the high was deliberately pushed up and the heat applied all the way. If the management is in the midst of scrambling for an equity stake to be established or the raising of capital in what ever form, then the higher the price of the underlying stock will strengthen their hand mightily. I am convinced of that. And if the price will continue its explosive uptrend, it is all in the best interests of the company and I will continue to play whatever role I can to insure that indeed occurs. A few wild rumors have been circulating as I am sure most of you are aware of. It is indeed fairly obvious that something is about to occur considering the pressing nature and the circumstances management is currently working under. Exactly what I do not have a clue. I am just a trader. That is all. But as a trader I can tell you that this accumulation that has been occuring, will continue because yesterdays action decisively flushed it out into the open. Really for the first time. Should you visit the Yahoo board please be aware that I am a former Gold gloves boxer and in the heat of the battle the scent of the gym can come back to me. Please try and ignore any of my posts that offend you, but also try and understand that the blood flows quick and hard during the day and I occasionaly will take the bait when taunted. Bluster under a pseudonym is part of the game. I have never before posted on any boards anywhere. I didn't need to. I'm a trader and we simply have nothing to talk about for the most part to long-term holders in a particular stock. We just lurk, listen and trade. I run with a different crowd. The posts you do see from traders are for the most part annoying small-timers. So this is my first, maybe awkward attempt to break that streak of silence. I will not be posting all that often and clutter your board. I feel I am but just a temporary guest in your house. I wish the very best to you as long-term investors in a company that is rightfully about to explode on to the scene. I will post another more in-depth analysis on all of this recent activity and why it is important to you sometime over the weekend. Perhaps soon I will put aside the a.k.a. But I do have my reasons. Until then, Westwoodguy