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

To: BuzzVA who wrote (13603)	1/13/1998 10:21:00 AM
From: JB	Respond to of 29386

Sun is announcing new low end servers on Thursday to compete with Compaq, Silicon Graphics & others. Sun announces their earnings Thursday as well. Ed Zander is the president of Sun & it is workstations competing with Compaq, Silicon Graphics & Apple...zander will be on cnbc in 15 minutes.

To: BuzzVA who wrote (13603)	1/13/1998 10:25:00 AM
From: Ed Schultz	Read Replies (2) \| Respond to of 29386

>> LOGIC, maybe? You're kidding right? The logical (and rational) mind would NEVER touch this stock! Let's look at the facts. They have less than $10M in revenue per year. There next quarter looks real bad. They have a new switch available for over 4 months now that is supposed to be a killer and they cant sell it. All the PR goes to their competitors. They have basically gone bankrupt twice in the past two years and once again are going to be looking for financing. And they have a less than predictable future. Contrast with (say) Microsoft (actually, any profitable company will do). A company that is growing at 45% per year. Has $1B in income per quarter. Has a proven track record for growing year over year. Has a strong future in a hot product (NT5) which people actually like and will actually buy. Now, if someone had $100,000, which of the above would be the LOGICAL choice? Duh! I too appreciate Kerry's analyses. However, if you read his posts, he promises NOTHING of the future. He mentions that their are several OEM deals available for the picking, but he explicitly states that ANCR may or may not get them. That is pure speculation. ANCR offers one and ONLY one thing for investors. Hope!