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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: GuinnessGuy who wrote (66597)	8/21/1999 11:29:00 PM
From: Mama Bear	Read Replies (1) \| Respond to of 132070

"But, you have to admit the TheStreet.com is his baby and that he undoubtedly has editorial control. Why would I have to admit that? Yes, he started it, but doesn't run the day to day ops. There is a 'Chinese wall' that prevents him from being privy to articles before they're published. I doubt that I'll be shorting ANCR anytime soon. Too much cash on hand for my taste now. Sorry to see that you're so critical of an oversight from someone who is so frequently directly on target in his column. As far as TSCM stock is concerned, wow, I shouldn't have covered my short in the low 30s, eh? Barb

To: GuinnessGuy who wrote (66597)	8/23/1999 11:06:00 AM
From: Greg Jung	Read Replies (1) \| Respond to of 132070

I'm thinking seriously of shorting TSCM due to the unbelievably poor research that have done on Ancor(plus a hefty P/S of 33) and their poor prospects for reaching profitability soon. Craig, what is the trailing P/S of Ancor Communications? -g- Where in the world does a 30% market share come from, when the start is near 0% and competition arises from the likes of much heftier competitors. EMC, QLogic, Adaptec, Seagate, IBM, ... and then there are there are those in the George W class such as Brocade, Ancor. You are much better off psycologically if you accept that you are holding a tulip, I mean Yahoo Ebay Amazon AOL etc. are just really really oversized marketcaps with circus pitchmen and investors trying to land the big silver tray. If you own the plastic tarp underneath why bother with the rest. At this point you simply have to manage the fear and greed factors and extract profits or spin the wheel again. Greg