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

To: iceburg who wrote (14359)	2/15/1998 10:14:00 PM
From: Roger Arquilla	Read Replies (2) \| Respond to of 29386

Anyone... Any thoughts on adding shares this week? TA looks solid, just came off a positive trading week, and the conference call is only a few days away. Is the momentum going to carry over to the opening on Tuesday, or will things pull back until we get a direction on Thursday? Thoughts?

To: iceburg who wrote (14359)	2/16/1998 6:37:00 AM
From: Nimbus	Respond to of 29386

Of course I held ... though the dip was deeper and longer than I anticipated. I did average down a bit. ANCR will see $20+ within a year as OEMs finally chose suppliers and end-user array systems based on SCSI switch over to FC for performance and future scaling reasons. No one is buying large NEW disk drives or arrays based on SCSI, instead a single bank with FC-AL is the entry approach. Like LANS, soon a switched scheme will be needed and ANCR is ready. When some of their competitors win business I think it is a good sign, and demand across the board will surge and everyone with a quality offering will get orders. I think it is wrong to get mad when they don't land every order; sometimes it helps as some OEM orders are so large the supplier can't handle any more of that size for a while, allowing other suppliers to grab #2, #3, #4, ... So I'm still long. Rule #1 is patience .... I have a placard to that affect taped to my PC monitor.