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


To: Louie Liu who wrote (15692)4/12/1998 3:42:00 PM
From: Douglas Nordgren  Respond to of 29386
 
I knew there was a resurrection scheduled for today. eom



To: Louie Liu who wrote (15692)4/12/1998 3:56:00 PM
From: Alan Aronoff  Respond to of 29386
 
Louie,

You have broken some big news. I really thank you. I believe this explains the action we saw on Thursday's close. And in a bigger way it explains why ANCR's chart has remained strong throughout the Sun aftermath. TA wise there is a lot of upside potential...looking once again for a retest of $9. I thought we'd see $4 again after Sun but ANCR blasted through some important resistance which made me quite bullish and now there is a whiff of the fundamentals to back it up. Yummy.



To: Louie Liu who wrote (15692)4/12/1998 5:50:00 PM
From: Pigboy  Read Replies (1) | Respond to of 29386
 
Louie,

Thanks for the article! Holy cow, is right! InterOp should once again be quite interesting!

Craig,
I think that GE is just starting its ascent...Bay has been shipping its Accelar line GE products for a few months and per House, their CEO, he says that Q2-Q3 will see a nice ramp up in orders. Also MRVC has been shipping product too. I think CSCO and others will join the crowd in the summer, so by year end, you're looking at market that is significantly bigger than today. :-)

It would be great to try to find out if Brocade or Vixel, the two main competitors, have anything like this planned or in the works.

On a side not, the Louie article ends with a quote about FC to the desktop not being around soon. What was the point of that quote? So what? FC is for storage--server to server, or server to storage, OLTP, Data Warehousing, Internet Commerce, etc...for the soon to be present buddy, don't worry about that desktop anytime soon.

all imho
pigboy