Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: PAR who wrote (23449)	7/21/1999 9:28:00 PM
From: Ocean_Joe	Read Replies (2) \| Respond to of 29386

You basically ask if and when will the gap between ANCR and BRCD or ANCR and ZOOX. The answer is before the years end. Why? Because 1) the secondary roadshow and obligatory multiple analyst coverage should get ANCR the publicity and exposure necessary, AND 2) because by Q3 (IMHO) there should be some earnings numbers that, though modest, would be the first tangible sign that ANCR has something others are willing to pay for. (The gap will be closed more by ANCR moving up than by BRCD/ZOOX moving down.) I know ANCR has something others are willing to pay for, you know they do, most posters here and on Yahoo know, and signed contracts indicate major players' interests in buying it, but at some point the street wants (and needs) to see actual sales. The street also wants to see indications of market share as well. With earnings due out tomorrow, I hope we get to see at least the tip of the sales and marketshare iceburg! So we all must remain patient and objective in an accounting sense. Savor the ride (because this quality of ride does not come all that often) and look at the present times as your last clear chance to buy shares. If you know of any other rides that are as good, please do "share"! Ocean_Joe