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

To: trendmastr who wrote (16268)	5/19/1998 4:18:00 PM
From: David Andersen	Read Replies (2) \| Respond to of 29386

Very ugly at the end. Blocks of 10,000 and one of 15,000. Kind of makes you nervous.

To: trendmastr who wrote (16268)	5/19/1998 4:30:00 PM
From: Mark J. Hardie	Respond to of 29386

<<... Paging Craig Stevenson! Paging Craig Stevenson! Please leave the office - NOW! Please leave the office - NOW !...>> Suffering Cats! I'll second that. In fact, maybe you could stay out of the office for a week or two. I was thinking that a few people here could maybe give me a summary of their opinion as to where this company stands overall. I've been following (and averaging down on) this company since the Spring of '96 and I'm confused. I think I've been pretty patient...try not to whine...try to take advantage of all these godforsaken buying opportunities...but jeez. I understand that the emergence of the fibre channel market has been delayed. I understand that ANCR zigged when Brocade zagged (on the Class 1 issue) and Brocade did a better job at guessing where the market was headed. I understand that previous management was awful. But what's the deal here? Have they signed OEM's that can't be talked about under NDA? Are they shipping (and billing) product and just can't talk about it? Or are they simply going to get crushed like a bug at some point? I thought I had an excellent buying opportunity recently at $7...a sale on ANCR...yippeeeee...and then I have watched it systematically slide down to <5. I'm going nuts. Mark