Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KJ. Moy who wrote (15537)	4/4/1998 3:34:00 PM
From: janski	Read Replies (1) \| Respond to of 29386

Well KJ, couldn't help a bit of sarcasm. I haven't changed my mind about Kinnard or Ancor, why did they lower Ancor's rating based on Sun's news? It's been a long shot all along and everybody here agreed with that too. Now supposedly they issued a report indicating that they will change their mind if HP or CPQ or HP choose Ancor. It's the same story there: prior relationships these companies have with either Brocade, McData or Vixel which makes them long shots too. IBM in my view could be the best chance especially as they have a vested interest by owning good chunk of ANCR stock. That's one of the three things that have changed since January: 1. IBM filed to still own ANCR 2. ANCR got the financing to last them for a few more Q's 3. Insiders quit selling. Did anybody notice? I don't subscribe to any paid service and insider trader doesn't have data for March out yet. But, in Jan and Feb our founding fathers stopped their monthly selling. Wonder why? Other than that nothing has changed. Still no contracts, no OEMs. I was kinda hoping to see something come up next week because of NAB but I'm not holding my breath. In fact, I'm beginning to think that Brocade's multicasting really put Ancor out of the game in the video distribution/post production. I'd like to be wrong. SGI and EDS with their Media Vault haven't made any NAB related announcements yet and I'm sure they will be there but couldn't find any hints around the WEB indicating Ancor's presence. Instead, I had another SilkWorm sighting on the Jaycor site. These guys target primarily DoD market too. jni.com zdnet.com Anyway, I bought the stock following the financing agreement and haven't changed my mind. If they don't get something going soon they will be sold. Ken has experience with that and insiders seem to agree. As long as the switch really works someone will get interested. Message 3534926