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

To: w2j2 who wrote (12148)	11/2/1997 9:53:00 AM
From: Steve Scribe	Read Replies (3) \| Respond to of 29386

Here are my thoughts regarding the last weeks events: Why is everyone so hung up on the fact that Ancor did 3.4M instead of say 4.2M in the 3rd qtr or whether 4th qtr will be say 3M or 4M. Looking at the big picture I say who cares? Right now Ancor has approx. 6 to 12 potential MKII storage OEM's worth between 10M and 30M EACH PER YEAR with even more OEM candidates emerging over the next couple of years. That is what this board should be concerned with. My optimism regarding these OEM's has not changed one bit. The stock is a STEAL at $6. Wake up and smell the coffee everybody and look at the big picture. Stop counting the first few drops of rain when a drenching thunderstorm is going to hit next year. The market is not going to kindly let anyone sit out for the next few months and then jump back in at these prices. The stock will move up sharply in the coming weeks as some of these OEM's move toward closure and word filters out to the investment community. All IMHO, Steve