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

To: Nine_USA who wrote (24047)	9/10/1999 1:56:00 PM
From: J Fieb	Respond to of 29386

Just a few thoughts Imagine if HG and crew started writing last fall or a wk B4 the secondary........ANCR is like a ROCK now........ These guys have resources......they can put stories in magazines also......Fortune, Money, even Forbes......I know this from past experience(C-cube).....But IMHO the mistake they are making is in the rate that FC is unfolding. It makes digital video adoption look like slow motion! We can feel it from reading this thread. Next wks N+I will start SAN season- many opportunities for news that will run straight through till Comdex. Don't think that ANCR will be silent through all of this. Maybe we will hear something from Washington, or Colorado, or Texas, or some other states. Lets go back to geography. Just 'cause HG and crew have a podium and we don't doesn't mean that he is right! For those of you who have never read HG columns B4-this is typical. And just because it appears somewhere else- it is still the same group of people, using the connections that they have. He can go on and on so expect more of the same..........for me maybe opportunities to get a few more shares at a good price. Anyone with any dry powder left?

To: Nine_USA who wrote (24047)	9/10/1999 2:04:00 PM
From: Fang Li	Read Replies (3) \| Respond to of 29386

<The higher Ancor's stock price, the more it has to discount the sales. How big will the discount be? In a Securities and Exchange Commission filing, Ancor says that revenue could be "materially reduced."> The above low IQ garbage can be rewritten as; The more switches Sun buys,The higher Ancor's stock price, the more it has to discount the sales. The higher discount Sun gets, The happier Ancor's share holders. How big will the discount be? Only to the first $100M order. How big will be the market? 1.5B or more? In a Securities and Exchange Commission filing, Ancor says that revenue could be "materially reduced". At only initial sales of $100M order. The more Sun sells, The large market share Ancor can have.