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

To: Kerry Lee who wrote (15952)	4/29/1998 10:51:00 AM
From: Craig Stevenson	Respond to of 29386

Kerry, Thanks. It will be interesting to see what happens to the stock today. My gut feeling is that the shorts will scramble to cover on any signs of strength. Because the price of ANCR has slipped over the last couple of weeks, apparently there wasn't much downside that wasn't already priced into the stock. (At least so far.) The answer to my Sun question was NOT the answer I was expecting. At least we know it isn't a totally closed door. Now, to try to figure out what that means long term. I remember thinking that "preferred supplier" was an odd choice of words when the Sun announcement was released. Most encouraging to me was that the IBM Global Services relationship appears to be strong, and that there are still 10-20 potential OEMs out there. (Some of those must be international, since I can't think of that many domestic ones.) Craig