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

To: doc who wrote (12267)	11/5/1997 8:05:00 PM
From: John E. Mansfield	Read Replies (1) \| Respond to of 29386

I believe that hyper-optimism has done a dis-service to SI confidence. With an inordinant number of reactionary traders and speculators, anything beyond the next quarter is difficult for this board to value. True, the short term cash-flow looks weak. So what? The balance sheet is strong; the storage market is just opening up to FC; internationally, ATM is dead and GE is a distant spectre of its former self; and R&D expenditure is stable for the moment (Brocade must now react). Deals such as OEM require high level contacts as much as product. Old Ancor did not have the contacts, new Ancor does. Does this board honestly believe that the management talent recently attracted would leave their positions to speculate on a loser? Personally, I'm buying. The risk/reward at this price is hard to pass up, even for you day traders.

To: doc who wrote (12267)	11/5/1997 8:27:00 PM
From: iceburg	Read Replies (2) \| Respond to of 29386

do you truly believe that? maybe it wasn't on the wires but take a look at ancr's chart. at the end of the quarter it was obvious the street had the info long before the rest of us heard it in the conference call. the market knew. doc, That is exactly my point. The street will know the good news long before us too. Steve