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

To: Westwoodguy who wrote (22577)	6/12/1999 4:48:00 PM
From: KJ. Moy	Respond to of 29386

Westwoodguy, Welcome to the board. Please feel free to stop by and share your wisdom with us anytime. Many of us have been here more than three years, starting way back at AOL/Motley-Fool. Some left, some joined. I really felt sorry for some earlier believers who left because of financial reasons during the fiasco of early 1997 and different bad times in 1998. Contrary to popular believe, I also use TA heavily and trade other stocks on a daily basis but seldom post on other boards. IMO the shorts totally underestimated the confidence and knowledge we collectively have in FC and Ancor in particular. Their postings of nonsense are laughable. Don't get me wrong, I am not against shorts, only on those loud mouth obnoxious ones. After all, we are all here to make money. You made quite an impact the last few days and won a few 'POTD' from Mark a few times.<g> Keep up the good work. KJ

To: Westwoodguy who wrote (22577)	6/12/1999 5:38:00 PM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 29386

Mi casa es su casa, I think. Me spanish not soo goood. I knew you traders lurked! Welcome to our hot little sector. May you find participating much better. Douglas

To: Westwoodguy who wrote (22577)	6/12/1999 6:45:00 PM
From: Greg Hull	Respond to of 29386

Westwoodguy, I also welcome your presence here on SI. We can benefit from your trader's perspective without having to sift through all of the repetitive nonsense. It's a shame when a public board with useful exchange is overtaken by rude people who try to shout it down. SI has better bouncers to handle the party crashers. We could have used your insight last summer/fall when the stock tanked. It took some of us a while to associate the actions with the floorless convertible shareholders; you might have been able to figure it out early in the game. Please share your take from your seat. I've never sat there and I appreciate you voicing your observations. Greg

To: Westwoodguy who wrote (22577)	6/12/1999 7:36:00 PM
From: THOMAS GOODRICH	Read Replies (1) \| Respond to of 29386

>>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.<< Westwoodguy, a couple of profile questions: 1) Are you not a member of the reformed party from Minnesota? 2) Were you not known at one time as "the body"? 3) Was it not you who said ANCR was going to $100 this year? Good job, welcome to the thread and keep us posted!<g>

To: Westwoodguy who wrote (22577)	6/12/1999 7:52:00 PM
From: Kerry Lee	Read Replies (2) \| Respond to of 29386

Let me start by saying I don't trust you. Don't take offense. Why? Because right now, you're the Long's best friend and happen to be on the same side of the trade..HOWEVER, you freely admit that when the technical signs go south, you'll be shorting this and I have no doubt you will frequently posting equally compelling arguments to sell/short..You must be running with the "pros", perhaps Anthony@Pacific or Steve Pluvia?? Pls let me know after you have shorted because that's when I will be poised to accumulate/add to my position <g>. I am a "buy the dip" type of investor as opposed to " buy the momentum" which I personally think is much riskier strategy. I wanted to buy some ANCR on Friday but it never got close to my point of "comfort". Que sera sera. Having gotten that out of the way, I hear about a "Takeover Rumor" on Ancor about once a month, which upon investigation usually leads to a dead end. This time, I have reason to believe that both you and Rizeball are telling the truth or at least part of the truth, since there was a rumor about a special BOD meeting at HQ last week. It is highly unusual for the BOD to be meeting before the end of the quarter. I would appreciate if someone can confirm whether this BOD meeting did indeed take place. The other possibility is that someone/some people may have started an unfounded rumor to either "pump and dump" the stock or drive it up so they can short it at a much higher level...What do YOU think Westwoodguy?? I also believe that Ancor is not interested in selling out the entire company at this juncture since the Tier 1 Investment bankers are now tripping over each other trying to offer Ancor their services.That is NOT a rumor. That is a FACT. Back to the alleged takeover play... Sun buying Ancor makes no sense for Ancor since it would hurt Ancor's ability to land OEMs like HP and EMC..Emulex makes alot of sense as a partner...but on what terms???? It doesn't take a rocket scientist to conclude that IF/WHEN Ancor lands another Tier 1, a $50-70 stock price is realistic/doable based on the market valuation of BRCD ( $1.4 billion on $28 million trailing 12 months revenues and probably 12 month forward forecast of $50-70 million ). If/When Ancor lands another Tier 1, a $50+ million revenue run-rate might even be considered "conservative",especially if they can partner with someone like Goldman Sachs, Merrill Lynch or other hot tech underwriter like H&Q, BARS, Montgomery (?). THIS IS ALL SPECULATION on my part.

To: Westwoodguy who wrote (22577)	6/12/1999 7:56:00 PM
From: J Fieb	Read Replies (3) \| Respond to of 29386

.............. 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. Hope its true.....tell us more ......... et. al, Westwoodguy says these FC seats are being recognized as important ones to own by some parties. VBG. Myself I have no strategy beyond continuing to sit in these seats until the price per seat is so compelling that I am lifted out of them. If this is true it would seem that a secondary or equity stake would be as easy as pie. What a difference 6 months have made I wonder where we will be 6 months from now??And then 6 more? Any thoughts from long time holders on adding to positions......Have some friends that would like to add....... 1. Your boats were full a long time ago and you are not buying more. 2. You are entering buy orders at really low # just to support what you have? 3. Looking to add to positions since the SUNW deal lends a new vitality to ANCR? Thanks in advance for any thoughts on strategies to enter for the new folks..........