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

To: Ken Turetzky who wrote (13953)	1/29/1998 12:39:00 PM
From: Neil S	Respond to of 29386

Ken, Interesting to note that Perkins Capital Management is back in the stock. You may recall that PCM was the second largest shareholder ( ~ 700k shares ) in the early part of 96 and flipped them all at about $12 during the Spring Fling of that year, calling the stock a tulip. Turned out they were right <g> but flipped to early. The Perkins' are usually aggressive buyers of stock, it will be interesting to see the Q4 report. I wouldn't draw any large conclusions from this as they are investor's in a lot of emerging/ small cap companies located in MN. However it looks to be a new position. Also interesting to see the Norwest Bank in the stock as they are also the parent company of Norwest Venture Capital which recently participated in the latest round of Brocade financing. Probably just a coincidence. Neil

To: Ken Turetzky who wrote (13953)	1/29/1998 1:30:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 29386

Ken, thanks for the list of holders of ANCR, do you know who ELLIOTT & PAGE LTD. are? Collectively the SI thread holds more shares than all these guys put together! Hopefully, the list will get a lot longer by July.