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

To: ShamukE who wrote (26161)	2/18/2000 4:43:00 PM
From: buck	Read Replies (2) \| Respond to of 29386

One question...what is inventory turnover? It looks like the number of days from when a unit is finished till it is shipped, but I'm guessing. My personal opinion is that it would take one big, bad-a** bear to knock out the techs to a level that would scare me. BRCD and ANCR are firmly planted in that market space. I personally don't have any holdings in either at this point, but I'm getting close. Since I'm not a trader, the seesaw action only REALLY bothers me if we're headed for a 1929 disaster. I don't see that, but I'm no expert. Heck, I'd have to go look up how to figure P/E ratios again. buck