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

To: Roger A. who wrote (12287)	11/6/1997 7:44:00 AM
From: Craig Stevenson	Respond to of 29386

Roger, <<I just went down the list of communication stocks here on SI and was somewhat surprised to see Ancor in an elite realm of most stocktalk activity. There are lots of posts to this site, 12,000+, even more chat activity than Cisco. I wonder what this indicates for the potential of the stock value. Do most network savy investor tend to flock to the stocks with the most potential? Or does hype not equate to stock value?>> <LOL> ANCR detractors claim that this thread offers the least return per message than any other thread on SI. <g> I don't know if this was a scientific study, though. I suspect not. <g> Craig

To: Roger A. who wrote (12287)	11/6/1997 8:15:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 29386

Roger, This is one of the few threads where there are people who seem to be interested in technology. Granted there are have been periods where things have gotten briefly out of control. We have had to endure hypesters and detractors. But it is the only thread I have found where there seem to be serious discussions of the technology on a consistent basis. I have posted on Sun, Sequent, MRVC, Tellabs, MRK, and several other boards - and usually not gotten a response or at least an appropriate one. As an example, I am also an MRVC stock holder and when I posted a reference to a review of their GE switch and comparison to others, two people attacked me. One even called me "George 'Ancor' Dawson" - apparently referring to the fact that I do most of my posting on this thread. I have actively tried to get technical discussions going on other threads without success. You would think the Sun thread would be as interested in storage as we are? The only exceptions I have found have been the ATM vs. Gigabit and Douglas' new thread on FC. I think this is the reason why this thread has a lot of posts and why I continue to post here. Money is important - but there is also a lot to be said for knowledge. At this point we have all probably paid enough tuition and fees.

To: Roger A. who wrote (12287)	11/6/1997 11:39:00 AM
From: THOMAS GOODRICH	Respond to of 29386

I don't believe ANCR has promoted itself well among the financial community. The majority of postings on this thread originate from individual investors rather than analysts and institutions. Cicso on the other hand benefits from a steady stream of upward momentum allowing institutions to consistently show profits on the books. ANCR today IMO, is trading below pre-hype levels. The company may need to demonstrate consistent earnings growth before institutions flock to accumulate the stock. Hopefully this will occur in two or three quarters. Tom Goodrich