Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jay Quinty who wrote (12059)	10/30/1997 8:57:00 PM
From: Eleder2020	Read Replies (1) \| Respond to of 29386

Jay-Listening to call right now. The lower margins were due to the selling of some older lower margin switches according to Ken. I'm going to try and listen to this twice so if I got that wrong I will repost, though they wouldn't mention which particular switch model they were talking about.The mix favored switched over adapters this time or at least moved in that direction. The Aussie analyst from Paine Webber is back again. Be interesting to hear Frank McEvoys thoughts from Kinnard.

To: Jay Quinty who wrote (12059)	10/30/1997 9:09:00 PM
From: iceburg	Read Replies (1) \| Respond to of 29386

Not in a jovial mood!!!! Where do we go from here???? Rancor towards Ancor. Pretty much sums up the mood of the longs and the once long. I think we go down hard and recover a good portion near the close. Just an educated guess. Bottom at 4 7/8, close 5 7/8. 7 next week. 22 3/8 come Christmas or Jan 10th. Oh mike, the light at the end of the tunnel is there, of course it is the Ancor bullet train coming at us - splat! Conservative is one thing. An attempt to shoot down hope is another. One broker had to pull their teeth just to get them to admit they were still working on projects out east. It was like they were taunting people into selling. I wonder why? Wait a minute, I figured it out (and J.B. is about to explain it. take it away J.B.!). Steve