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

To: Jay Quinty who wrote (12131)	11/1/1997 9:04:00 AM
From: KJ. Moy	Respond to of 29386

Jay, <<<Better days lie ahead...I hope.>>> Thanks for running the contest. You probably are right most of us longs are feeling lousy these days. I, for one will definitely staying to see if and when Ancor will win some big OEMs and some high performance lan contracts. Hope is a good thing. Let's not stop it. KJ

To: Jay Quinty who wrote (12131)	11/1/1997 9:49:00 AM
From: Nimbus	Read Replies (2) \| Respond to of 29386

Think about 1 year from now. When they announce rev and earnings 1 year from now that will be a KILLER quarter relative to this one. So the (.17) is a good baseline to leap from. If what they said about the cycle time from order eval to OEM rev is normal, which seems reasonable, buying now at 6 is attractive.

To: Jay Quinty who wrote (12131)	11/1/1997 12:05:00 PM
From: ed doell	Read Replies (1) \| Respond to of 29386

Jay, Thank you for the data and the results and findings. Three reality checks for the ANCR thread have occurred recently: stock's trend over the last month the latest earnings report Correlating ANCR thread's estimates vs the latest earning's report. Ironically, some of ANCR's most eBULLient hypsters were perfect contra-indicators. 2020's preoccupation with who will "eat crow" set aside, these findings reveal among several things that tolerating hype or unreasonable expectations and tolerating brow-beating and taunting others' contrary viewpoints on a thread is hard on the portfolio and on the ego. Jay, you have done the thread an excellent service: a reality check which was done by the board itself. The results of the correlation may have been "distasteful" to some members of the thread, but I congratualate the memebers of this thread: it took courage to do this out in the open (you could have done it via email). Congratulations to everyone. But particularly to you, Jay: it must have been very difficult to do what you did, i.e. to follow through on the project even though your own estimates fared so poorly. I very much admire the fortitude you displayed in your follow through. "What doesn't kill you makes you stronger." I believe that. Best wishes, everyone. Ed

To: Jay Quinty who wrote (12131)	11/1/1997 6:13:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 29386

(Land of the Lost) << Actually, I hope I'm still around next time to run it. I may be in some padded room staring at the corner trying to sell someone a Gig Works MKII switch!!!!!! >> Jay, How the _ell did you know the dream that I had thursday night!!? I am much more calm now that I made a fool of myself as Gary Busey last night at a Halloween party. From reading many posts here, including my own, you'd think Ken was a sleestack and he couldn't shoot his arrows... What was that price that Cal bought his chunk at? 7.5, I think. Well, I am looking at that number as "CAL'S CORNER" and I sure as _ell cannot wait to drive by it again. :-) ALL IMHO pigboy