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

To: Chris O'Connor who wrote (12671)	11/28/1997 2:00:00 AM
From: Kerry Lee	Respond to of 29386

<<Hey Kerry Lee. After all the time you spent hyping this stock you seem to have disappeared. Do you still own it or did you sell?>> Hey Chris O'Conner, I take great offense to your accusation that I have been "hyping" this stock. I have not posted recently in the period prior , during and after Comdex because I specifically want to avoid being labelled as a "hypester".There have been several Ancor press releases lately and I leave it to rocket scientists such as yourself to draw your own conclusions, lest I be accused of "spinning" the information. Not that it's any of your business, but I have been gathering G-2 from Comdex and I want to have it checked out from more than one source before I give my 2 cents. Suffice it to say that according to one source, Broke-Ade's alleged arbitrated loop demo left something to be desired and they missed a great opportunity to be included in the public loop demo as proven by their conspicuous absense from the Loop Community press release. I wonder why that is? I continue to hold my core position in ANCR but that is a personal decision . It matters not to me whether you guys bail out now or buy more. Traders who think they can consistently and profitably daytrade an illiquid small cap stock like ANCR, especially on margin, need to have their heads examined. This is totally consistent with what I have been saying about ANCR as a speculative long term investment for people who have the stomach, the cash and the patience for speculative emerging technologies. Fibre Channel is for real. I believe emf Associates are predicting a $1 billion FC switch market by the year 2000 as opposed to the 1998 prediction by the Morgan Keegan analyst. Ancor has received VERY positive feedback to the MKII from Storage OEM's. Other industry players such as Q Logic are impressed enough with Ancor's technology to want to feature it in their own booth at Comdex. Ancor's cost/gross margins on MKII blow Broke-Ade's Slick Worm away, not to mention the fact that they are still the only FC switch vendor to prove they have functioning arbitrated loop interoperating with other FC vendors. Based on the market opportunity and the conservative assumption that Ancor only gets 20-30% of the FC switch market, I will let others decide if Ancor's market valuation looks dirt cheap at current price levels. It is inconceivable that only one FC switch vendor will get all the OEM business. That is reality kids. Happy Thanksgiving to all Ancor longs. PS - Chris, is your alter ego "Planelane" on Motley Fool???