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

To: JOE 6PACK who wrote (12128)	11/1/1997 12:55:00 AM
From: KJ. Moy	Respond to of 29386

<<<<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.>>>> I respectfully disagree. I think ADSL is easier to understand and relate to by Wall Street. One just has to know it is much higher speed from your home to the CO. Many inherent problems are mostly ignored such as how Telco will distribute these massive data coming into the CO and the bottom line is that Telco is dragging their feet. On the other hand, it is much tougher to understand which customer would need a FC switch and when. It will be easier by this time next year. But from now till then, the wild gyration continues.