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

To: Lhn5 who wrote (24460)	10/26/1999 11:10:00 AM
From: Patrick Sharkey	Respond to of 29386

Larry, the details posted earlier, including the lack of private loop support, does confirm that a prior generation switch was tested, not the switch which SUN is going to use (and probably has installed already this quarter, leading to customer acceptance), not the switch being shipped by MTIC and (I assume without knowing) not the switch shipped to HDS. I expect that we will hear from KJ and George Dawson on this subject shortly. Craig Stevenson still lurks so perhaps he will comment as well. Perhaps Ancor will comment formally and confirm that what was tested is an older generation switch.

To: Lhn5 who wrote (24460)	10/26/1999 12:28:00 PM
From: Todd DeMelle	Read Replies (1) \| Respond to of 29386

I have to say... the Key Labs report freaked me out a bit this morning. I sold about 1/3 of my position at ~37. Of course, now I regret doing so. The sheer degree of the disparity between the ratings from the first independent head to head comparison seemed to warrant immediate action this morning... BUT As Larry speculates, we are probably the last to know about these comparisons and it is the OLD switch. Ah well, live and learn. So now I'm mulling over what to do now that I've incurred a bit of a tax burden for myself (long term fortunately). Do I jump back in at ~39 and suck up what I hope will ultimately prove to be a relatively small sacrifice to the gods of fear and greed? Diversify what has become an overweighted ANCR position? I wish I were in with my satchel full at this time, but I won't complain too much about the +600% gain (even though my greedy part is telling me it's peanuts compared to what's to come...) Even though I'm still in with 2/3, part of me hopes I can get back in again with the rest below where I sold. Hmmm... I think I'll let my mind settle down before making a decision. (Now I remember the joys of long term investing... not worrying about buying and selling...)