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


To: Bradley W. Price who wrote (14740)2/27/1998 2:55:00 AM
From: Eleder2020  Respond to of 29386
 
Bradley and Ilan- Nice finds on the philisophical side of looking at an investment. It's always good to be reminded of why one invests in a company.We talk about fundamentals and technicals but sometimes it misses the point because many of the longs on SI IMHO have invested in the idea of the potential for a radical shift to FC.Then we go onto discuss whether ANCR is worth 4,8 or 12.It is the reality and it is the real world and often fun and it is many time shortsighted Say we get to 20 because of an OEM or 2. I wouldn't complain but the real money will be made when the perception is that FC is ready (I think one of the Steve's described this) for world domination and I'd settle for a world beating technology that is a must have.
I'm invested in the company, but just as heavily invested in the story.The company is moving along. The story is moving along.I'm not convinced the story won't have the more compelling impact one day on the only way we keep score, on the ANCR price per share.I hope both the company and the story dazzle the longs here.Either way it will be a learning experience. Ed