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

To: Alan Aronoff who wrote (14303)	2/13/1998 1:34:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

Alan, <<Friday the 13th and black cats... lovin' it <g>>> If this keeps up, I think we should get Ed's cat an Ancor cat food dish, an Ancor water dish, and a year's supply of Fancy Feast cat food. <g> Craig

To: Alan Aronoff who wrote (14303)	2/13/1998 1:57:00 PM
From: Greg Hull	Read Replies (1) \| Respond to of 29386

Where's the fish? How long do they have to be dead before Ed's cat will eat them and render another opinion on ANCR? Greg

To: Alan Aronoff who wrote (14303)	2/13/1998 2:48:00 PM
From: Craig Stevenson	Read Replies (1) \| Respond to of 29386

To All, Now that ANCR has traded well above $8, at least on an intraday basis, I think it is time to propose a return to a sincere discussion of the potential valuation of this company. The skeptics who thought ANCR was worth 0, apparently were wrong, at least for now. Those of us that never thought ANCR would dip below 12, or 10, or 8, or 6, or 5, or 4, were also wrong. As is commonly the case, the true value of ANCR seems to be somewhere in the middle. The question going forward is how much will ANCR be worth? Are there actually OEM contracts out there, and what type of revenue can we expect from them, should they be signed? Will Brocade get all the OEMs? Will the Fibre Channel market expand as quickly as some of us expect? In other words, what is the true value of ANCR in the Fibre Channel marketplace? I would like to stay away from hype on both sides, and just have a reasoned, if speculative discussion. Any takers? Craig