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

To: Alan Aronoff who wrote (12600)	11/20/1997 3:23:00 PM
From: Eleder2020	Respond to of 29386

>>>I'm looking forward to some new rumors to keep me warm. <g><<<< Looks like ANCR rumor may be dead for awhile as Ken H. and ANCR management seem to be running a tighter ship in this respect.I think we may be living with surprises in the form of announcements for the forseeable future.Seems they didn't give very much guidance to Kinnard about the 3rd quarter before it was announced.

To: Alan Aronoff who wrote (12600)	11/20/1997 3:29:00 PM
From: Earl Jones	Read Replies (2) \| Respond to of 29386

All, I am really surprised by the unfriendly welcome this 'one-switch' has received by this thread. Certainly, the sale of a single switch doesn't warrant a press release. This is not 'one-switch' and Ken and Cal aren't stupid. What we have with this press release is a clear, highly-visible validation of GigWorks in the LAN. AMOCO is a big company whose competitiveness resides in its ability to move large quantities of data around its network reliably. Ancor's fibre channel solution was selected OVER ATM, by a respected, technically sophisticated customer. As importantly, the changeover happened in a day- impossible to do with ATM. I believe this is big news. IMO, it won't take long before analysts start reading the trade journals and recognize the potential that the technologists on this thread have anticipated for quite a while. More importantly, it won't take long before companies start looking to fibre channel for an integrated networking and storage solution. The anticipation surrounding this company combined with the painful turns this stock has taken has created a bunch of skeptics here. That's good- investors ought to be skeptical. But we should not loose sight of the sea of change which is underway. FC is ramping up NOW, ANCR will have its share. My $.02, FWIW. Earl