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

To: THOMAS GOODRICH who wrote (14145)	2/5/1998 11:43:00 PM
From: janski	Read Replies (1) \| Respond to of 29386

When I think of fundamentals things like revenues, earnings, money in the bank, or deals providing a reasonable assumption for future earnings come to mind. Ancor doesn't have any of the above which in my view makes it nothing other than a speculation. If you have some inside information and you know of imminent big OEM deals about to be announced then it is certainly a good speculation. If those deals are not around the corner then I think it is only downhill from here. Without real news out in the open or leaked as suggested this stock will never see double from here again. The only reason this stock ever traded in the 20's and higher was all the hype in the spring of 96. It traded in the mid teens for the second part of 96 in anticipation of future revenues from Sequent or about 10 times the reasonable value of that deal for 97. If they had any news of consequence to release they would have.