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

To: THOMAS GOODRICH who wrote (25674)	1/20/2000 12:14:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Review of One Year of OEM agreements: Here are trading volumes (min->max) and consecutive 5 day price ranges following of Ancor's deals last year (9 OEMs and Intel): Prisa (12/15/98): 290,000->621,000; $3.86->$4.00 ForeFront (1/7/99): 346,900->1,033,900; $5.00->$6.12 InRange (1/27/99): 240,400->709,200; $7.81->$7.75 JNI (2/5/99): 293,000->1,178,600; $8.00->$6.19 HDS (4/26/99): 86,000->630,000; $6.99->$6.03 Sun (6/3/99): 587,600->2,304,900; $15.55->$16.00 MTI (6/26/99): 1,984,400->3,271,300; $27.38->$34.44 ADIC (9/14/99): 477,400->1,302,700; $25.38->$24.33 Thomson (10/20/99): 1,068,500->2,751,300; $33.56->$33.81 Intel (12/7/99): 692,700->2,636,100; $78.00->$78.63 I started looking at these numbers back in March of 1999 (posts 2913 and 3034 on Yahoo). Since then I have found other "news impact reports" that look primarily at some deal and earnings announcements on the price chart. The above listed deal resulted in modest price increases in 6/10 cases during the interval studied. I think the above numbers also supports the theory that news did not get us to the $95 max. News gradually got us to 1M share volumes and $30+. The peak and decline after the Thompson OEM appears to me to be related to similar market factors that prevented shorting of BRCD and as posted on this thread was probably triggered by a fairly large initial sale. In short, none of the rapid advance and decline has anything to do with Ancor's products or management. All of the spin to explain the moves up and down is just that. The logical conclusion is also that spin control by Ancor management is pointless. George D.