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

To: Craig Stevenson who wrote (15576)	4/6/1998 6:50:00 PM
From: w2j2	Read Replies (2) \| Respond to of 29386

Craig, the thread today has been like a funeral. I, for one, do not see the fundamentals any different now than, say, 6 weeks ago. The F.C. market is preparing to blow off in 3 to 4 months, and Ancor will be in the thick of it. They have very good products. Do not pay attention to Brocade. To some extent they are feeding P.R. to Venture Capitalists and potential IPO investors. (Remember Steve O'hara?) Hendrickson is a straight shooter. He handled the Sun disappointment exceedingly well. (I say disappointment even though we knew Sun would go with their own people ala Brocade) A lot of managements would not have told us till it "slipped out". I do not expect a lot of little P.R. announcements from Ancor. (We have been through that before!) I expect a few...real news. And when it comes, the frustration and wait will be worth it. No pain, no gain. IMHO wj