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

To: Douglas Nordgren who wrote (12127)	10/31/1997 9:29:00 PM
From: JOE 6PACK	Read Replies (1) \| Respond to of 29386

To all, I've been an ANCOR stockholder for over a year and I have obviously run the emotional gamet with this stock! I think that we are letting our emotions get to us a little bit. Of course, it's frustating but nothing has really changed. This is a news-driven story stock. The fact that earnings were below concensus and forcasts were conservative is not important. Better earnings would be great but are not required to move this stock. Fibre Channel will be huge in time. Announcements of contracts will move this stock even if that product doesn't ship in a particular quarter. I liken this stock to AMATI, in that, its just a matter of time until this industry explodes. AMATI has negative earnings and is trading at 13-18. ADSL is just further ahead of the curve in telecommunications than FC-AL is in networking/storage. Wall Street will not place massive bets in ANCR until the industry shows more growth (which it's starting to ie. SEG,CPQ,SUNW, etc.) AND this company shows that it is a player with OEM's, contracts, ect. Just because Ken was saying MKII would not ship in volume until summer '98, does not mean the stock won't be at 30 when it does! IMHO

To: Douglas Nordgren who wrote (12127)	11/1/1997 3:26:00 PM
From: Eleder2020	Respond to of 29386

Off Topic for Douglas-NYC Geography Douglas-Same neighborhood-Live a block West of Hudson. West of Chumleys-Diagonally across from the back of Saint Lukes in an old Herring factory converted to lofts.The neigborhood is still great but you might not recognize the piers along the Hudson as they are building a park from The World Financial Center(reconstructing this part) all the way to 14th Street. Wherever you are now-Sitting By the dock of the bay sounds pretty good and growing ups not so bad. My only complaint is that I just didn't think it would happen so quickly.Halloween had a record million people at the parade. Best of luck Ed