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

To: George Dawson who wrote (13400)	1/1/1998 1:03:00 PM
From: Mike Fredericks	Read Replies (1) \| Respond to of 29386

To: All- Anyone seen the advertisements for the new Godzilla movie? From the creators of Independence day? Wonder if they are going to have as many special effects as ID4 did. IF so, and IF ANCR got that contract, maybe they would publicize it a bit better than they publicized the ID4 stuff... -Mike

To: George Dawson who wrote (13400)	1/1/1998 6:55:00 PM
From: Jay Quinty	Respond to of 29386

Brocade and Brenda Christensen steal the show once again. Well Ancor, 1997 sure was a scorcher, except ANCR was the scorchee and Brocade was the scorcher. And no, I'm not bitter !!!!! Just scorched. Let's hope 1998 can bring some baby steps from the burn ward. Happy New Year fellow burn patients. Jay

To: George Dawson who wrote (13400)	1/1/1998 11:28:00 PM
From: James Bowser	Read Replies (1) \| Respond to of 29386

George - Thanks for providing that link to the Internet Week article on FC. Having followed Ancor for 2 years I see 1998 as the year 1997 was supposed to be. In the last 3 months Ancor has made good progress on the customer front, the management front and has even seen insider buying at prices higher than where the stock is now. It seems to me that Ancor holds 10 times more potential now than it did in May 1996, yet the stock is at 1/10 the price, ($4 versus $40). Management is tempering expectations so they can surprise shareholders on the upside for a change. The trading of the last few days has been indicative of a company about to make a big turn, not a forgotten loved one. That 125,000 share block on Wednesday afternoon set the bottom for now, the stock really started to perk up after that went through. Since it was done with 15 minutes left in the trading day, the market really didn't have time to amply respond to it. It was done at the offer price....somebody really wants to own it at these prices. Good Luck to all.

To: George Dawson who wrote (13400)	1/2/1998 4:03:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

George, I've quoted a couple of interesting items from the InternetWeek link you posted. techweb.com <<According to one market watcher, Fibre will blossom into a $7.3 billion industry in 1998, propelled by skyrocketing storage demands and enhancements to clustering technologies.>> $7.3 Billion? What do you make of that number. I'm more bullish than most, but that's a lot of Fibre Channel. What about Morgan Keegan? (Mentioned in the article.) They seem to be looking at FC quite a bit. Does anyone know anything about them? <<The key is not to oversell Fibre," Christensen says. "It doesn't solve world hunger, but it does fix a lot of problems out there.">> Now, I'm depressed. I thought Silkworm would solve world hunger, prevent nuclear disaster, win the war on drugs, and eliminate crime. I guess even Brocade isn't perfect. <g> Craig